# WRFA, LLC

> WRFA, LLC (iPhone/iPad app by WebsterRogers Financial Advisors, LLC.)

- Source: https://appshunter.io/ios/app/wrfa-llc/id6443846876 (this page in markdown: same URL + `.md`)
- Developer: [WebsterRogers Financial Advisors, LLC](https://appshunter.io/developer/1649939323)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-10-15
- Data updated: 2026-10-13

## What is WRFA, LLC?

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.

## Is WRFA, LLC safe?

Not enough ratings yet to assess WRFA, LLC.

## Is WRFA, LLC legit?

WRFA, LLC appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for WRFA, LLC is 68 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 5.17.1 — 2025-04-16

- 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

### 5.14.0 — 2024-09-12

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.0 — 2023-02-16

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-13.*