Curated apps similar to RAI Wealth Client Portal, ranked by relevance and user ratings.
RightCapital Inc.
Finance
RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor.
Industrial Alliance Insurance and Financial Services Inc.
Finance
Securely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Ritholtz Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
SEI Investments Management Corporation
FinanceSEI’s mobile app provides easy access to your investments and connects you to your financial advisor.
Wedbush Securities, Inc.
FinanceThe ClientLink mobile app lets you access and manage your accounts and investments wherever you are.
William Blair & Company, L.L.C.
FinanceThis app provides an intuitive view of your account portfolio value, documents, interactive views, charts, and more at your fingertips - all in a secure and easy-to-use mobile app. Top Features Include: • Mobile-friendly reports with optimized layout and spacing • Improved app navigation to make...
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
ENZI WEALTH LLC
FinanceThis Mobile App allows you to view account information, balances, and easily contact your ENZI Wealth advisor.
View account info, check balances, contact advisor
BlackDiamond Wealth Management Inc.
FinanceView account details and balances. Access planning tools for financial goals. Contact advisors directly through the . Send and receive money securely. Manage transactions and set up alerts.
View account info, check balances, contact advisor
Choice Wealth Advisors, LLC
FinanceView account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Rhame & Gorrell Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
SageSpring Wealth Partners, LLC
FinanceView your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
Parkshore Wealth Management
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Performance Wealth Partners, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
App information from Apple App Store. RAI Wealth Client Portal and related trademarks belong to RAI Wealth.