Best Rfc Client Apps

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

clienteling, messaging, crm

Centralized client managementUnified SMS and email messagingCustomer data tracking (follow-ups, history, preferences)

This app helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.

💼 Business

(1.2K)

subscription

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

(10)

Online Portal by AppFolio

Pay rent or dues instantly

Pay rent and set up auto-paymentsSubmit and track maintenance requestsAccess property documents

Manage your property or association with ease. Pay rent or dues, submit maintenance requests, access important documents, and view your lease. Stay connected to your property manager for instant access to essential tools and information.

📊 Productivity

(3.2K)

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Upgrade - Mobile Banking

Rewards Checking, Loans, Cards

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

(83K)

Primerica Online

Representative App

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Your mortgage on the go.

Make loan paymentsReview monthly statementsSetup AutoPay

Manage your home loan finances with ease. This app allows you to make payments, review statements, set up autopay, and track your loan details. Access your mortgage information and agent assistance 24/7 for convenient account management.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

(400K)

Construction Management App

Buildertrend

Project ManagementClient Relationship ManagementFinancial Management

Streamline construction projects and business operations. This platform helps professionals reduce delays, minimize communication errors, and enhance client satisfaction. Manage projects, finances, and team collaboration from anywhere.

💼 Business

(5K)

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Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(111K)

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

(12K)

Benefits by WEX

by WEX, Inc.

Check account balances 24/7View account summaries and statementsFile claims and upload receipts

Manage your benefit accounts securely and conveniently. Quickly check balances, view account details, and submit claims with real-time access. The app offers time-saving options for HSA transactions, bill payments, and expense management.

(12K)

Aven Advisor: Credit Check App

Financial Advisor

Credit score monitoringHome equity trackingSpending analysis

This app helps you understand your financial health by checking your credit score, monitoring home equity, and tracking spending. It also provides personalized loan offers and opportunities to win prizes.

(3.8K)

Secure & Easy Loan Management

Security Finance℠

Secure paymentsPayment remindersCheck due dates

Manage your installment loans on the go. Make secure payments, track due dates, and access financial education tools. Stay informed with notification reminders and easily connect with your local branch.

Group Payments and Fundraising

Instant collection setupCustomizable formsMultiple payment options

Easily collect money for group events, team fees, or fundraisers without paper forms. Create collections in seconds and share them via text or link. Contributors can pay without needing an account.

Accounting Practice Software

Client communication and information accessMobile file management and annotationWorkflow automation and task management

Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.

Manage your mortgage on the go

Make mortgage paymentsCheck account balanceView statements

Manage your home loan conveniently and securely from your mobile device. Make payments, check balances, view statements, and sign up for automatic payments. Utilize calculators to explore interest savings and faster payoff options.

(16K)

American Heritage Mobile App

by American Heritage FCU

Mobile check depositBill payment managementAccount transfers

Manage your finances securely from your mobile device. Easily deposit checks, pay bills, transfer funds between accounts, and control your debit and credit cards. Access account statements, monitor your credit score, and connect with advisors.

(24K)