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 61–80 of 1,000 ranked alternatives.

  4. The Retirement Planning Group app icon

    The Retirement Planning Group

    THE RETIREMENT PLANNING GROUP, INC.

    Review performance, track income, upload documents, link

    Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  8. GWS&A app icon

    GWS&A

    Global Wealth Strategies & Associates, LLC

    View accounts, track balance, contact advisor

    View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.

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

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