Apps Like WFG Client App for iPhone and iPad
WFG Client App screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Ogorek Wealth Management, LLC
Ogorek Wealth Management, LLC
View financial data and manage budgets
View financial overview through an interactive dashboard. Access dynamic reports with investment details. Store and share documents securely with a financial advisor. Manage budgets and track financial progress.
Northwestern Mutual
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Midland States Bank Mobile
Midland States Bank
Check balances, transfer funds, pay bills, deposit
Check balances, transfer funds, pay bills, and deposit checks via photo. Locate branches and ATMs. Contact customer support. Set transaction alerts and manage account settings remotely.
DecisionPoint Financial
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
Mobile Sharonview FCU
SHARONVIEW FEDERAL CREDIT UNION
Check balances, transfer funds, pay bills, locate
Check account balances, transfer funds between accounts, and pay bills directly. Locate nearby branches and ATMs. Contact customer support through the . Set up transaction alerts and manage account settings.
FBB Capital Partners
Fulton Breakefield Broenniman, LLC
Track expenses, view reports, secure documents, budget
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.