Apps Like R&A Client Connect for iPhone and iPad
R&A Client Connect screenshots
Ranked alternatives
Showing 401–420 of 1,000 ranked alternatives.
Aspiriant Connect
Aspiriant, LLC
View portfolio data anytime, anywhere
Access portfolio data through a clean interface. View investment performance, track asset allocations, and receive real-time market updates. Set up custom alerts and export reports in various formats.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Greshma Backoffice
Greshma Shares & Stocks Ltd
Track market positions and balances
Track leisure account balances and transactions in Indian Equity, Derivatives, Commodities, and Currency markets. View digital contract notes, submit tender offer requests, and access single login for seamless account management.
CriticalPoint Connect
CriticalPoint Partners LLC
Access content, collaborate, communicate in real-time
Access real-time notifications for content updates and mentions. View, download, comment, search, organize, manage, and upload files to the cloud. Collaborate on projects and communicate with the team.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.