R&A Client Connect app icon

Apps Like R&A Client Connect for iPhone and iPad

by Rogan and Associates★ 0.00 ratingsFinanceFreeData updated 2026-09-06

R&A Client Connect screenshots

Ranked alternatives

Showing 281–300 of 1,000 ranked alternatives.

  1. Citi Private Bank In View app icon

    Citi Private Bank In View

    Citibank, N.A.

    Digital banking for private clients.

    The app provides Citi Private Bank clients with a digital banking experience. It offers a comprehensive view of accounts, allowing exploration of portfolios, analysis of metrics, and access to publications.

    ★ 4.892 ratingsFinanceFreeData updated 2026-09-16
  2. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.548 ratingsFinanceFreeData updated 2026-10-22
  1. Portfolio Medics, LLC app icon

    Portfolio Medics, LLC

    Trust Company of America

    Access real-time financial data and accounts

    Access financial information anytime and anywhere. View details, track investments, and receive updates. Navigate the with an intuitive interface designed for ease of use. Sync data across mobile devices for consistent access.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-08
  2. Waverly Advisors app icon

    Waverly Advisors

    Waverly Advisors, LLC

    View account information on mobile devices.

    The app provides Waverly Advisors' clients with access to account valuation, performance, and reporting information. It is developed for mobile devices.

    ★ 5.03 ratingsFinanceFreeData updated 2026-10-26
  3. Axiom FSG app icon

    Axiom FSG

    Axiom Financial Strategies Group, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Idaho Trust Mobile Banking app icon

    Idaho Trust Mobile Banking

    Idaho Trust Bank

    Check balances and manage accounts

    Review account balances and check transaction history. Transfer funds between accounts. Pay bills to existing vendors. Cancel or change pending payments. Locate branches or ATMs.

    ★ 4.760 ratingsFinanceFreeData updated 2026-09-08
  5. Plante Moran Wealth app icon

    Plante Moran Wealth

    PMFA INC

    Access portfolios, view reports, manage investments

    View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.

    ★ 4.68 ratingsFinanceFreeData updated 2026-09-17

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.