Apps Like R&A Client Connect for iPhone and iPad
R&A Client Connect screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
OneAscent
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
NRP Portfolio Manager
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
The Kelly Group
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Wilkinson Global
Wilkinson Global Asset Management LLC
Access portfolio data anytime
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.