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
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R&A Client Connect screenshots

Ranked alternatives

Showing 501–520 of 1,000 ranked alternatives.

  1. Opal Wealth Advisors Portal app icon

    Opal Wealth Advisors Portal

    Opal Wealth Advisors, LLC

    Access client and manage accounts

    Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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  2. WMCube app icon

    WMCube

    Wealth Management Cube Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  3. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
    App details
  6. TaxOfficeNow app icon

    TaxOfficeNow

    ON-LINE TAXES INC.

    Manage appointments and track client returns

    Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .

    ★ 1.33 ratingsBusinessFreeData updated 2026-09-16
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  7. KFICB app icon

    KFICB

    KFIC FINANCIAL BROKERAGE

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. Hammond Iles Portal app icon

    Hammond Iles Portal

    Kelly Financial Group, LLC

    Access accounts, view portfolio, secure messages

    Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06
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How we rank alternatives

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