Apps Like R&A Client Connect for iPhone and iPad
R&A Client Connect screenshots
Ranked alternatives
Showing 301–320 of 1,000 ranked alternatives.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Pre-Approved Mortgage
Pre-Approved Mortgage LLC
Calculate mortgages, scan documents
Calculate payments for new homes or refinances, including FHA, Conventional, Jumbo, Rural, and VA loans. Perform affordability checks to determine loan size. Scan and save documents within the .
MobilKincstár
Magyar Allamkincstar
Hungarian State Treasury official mobile application.
The app provides online government bond distribution services. Registered clients can initiate transactions, view portfolios, and review history.
FourstarWealth Client
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
MB&T Wealth
Montecito Bank & Trust
View portfolio details and performance data
View portfolio performance and account details. Access transaction history and investment summaries. Receive alerts for account activity. Manage account settings and contact support through the .
Pinnacle Bank CA Mobile
Pinnacle Bank California
Bank from anywhere with the app.
The app allows users to perform banking tasks from their mobile device. Users can check balances, pay bills, make transfers, deposit checks, and manage debit cards.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.