Home / Alternatives to R&A Client Connect Apps Like R&A Client Connect for iPhone and iPad
by Rogan and Associates ★ 0.0 0 ratings Finance Free Data updated 2026-09-06
R&A Client Connect screenshots Ranked alternatives Showing 101–120 of 1,000 ranked alternatives.
Synchrony Financial
Pay bills and view account activity
Manage your or Secured by paying bills, accessing statements, and reviewing account activity with transaction details. View rewards points, set alerts, and check your credit score. Edit your profile and request a credit line increase.
★ 4.7 130,805 ratings Finance Free Data updated 2026-09-15
Argentarii, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Broadway Wealth Solutions, INC.
★ 5.0 2 ratings Finance Free Data updated 2026-09-06
Ethos Wealth Management
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Mainsail Financial Group, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Insight 2811, Inc.
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
The Wealth Stewards, LLC
★ 5.0 2 ratings Finance Free Data updated 2026-09-06
New Republic Savings Bank
★ 5.0 3 ratings Finance Free Data updated 2026-09-06
Taylor Hoffman Wealth Management LLC
★ 5.0 1 ratings Finance Free Data updated 2026-09-16
Commons Capital LLC
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Boyer Financial Services Inc.
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
LEGACY WEALTH LLC
★ 4.8 10 ratings Finance Free Data updated 2026-09-23
Confluence Wealth Services, Inc.
★ 4.0 4 ratings Finance Free Data updated 2026-09-06
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
PrairieView Wealth Partners, LLC
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
OneAscent Financial Services LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
North Star Investment Management Corporation
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
★ 5.0 2 ratings Finance Free Data updated 2026-09-06
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
★ 4.9 40,758 ratings Finance Free Data updated 2026-09-18
Auto Owners Associates Credit Union
★ 5.0 1 ratings Finance Free Data updated 2026-09-13
How we rank alternatives Apps are ranked by functional similarity, category fit, rating confidence, and popularity.
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