Free
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This Mobile App allows WebsterRogers Financial Advisors clients to access the client portal. Clients can use the app to view account information, check balances, and easily contact your advisor.
What's New in WRFA, LLC
5.17.1
April 16, 2025
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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