Manage your membership, update contact details, and renew your subscription. Access a database of retail members and register for events. Receive push notifications about your membership status.
3.7(3 ratings)
Free
Top Picks for Riaconnect
4.8😐(1.2M ratings)
Free
#68in Finance
Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.
What We Love
- 🚀 Easy to use
- 🔒 Secure banking
- 👍 Excellent customer service
- 💡 Helpful research tools
Room to Improve
- 🐛 Inaccurate account information
- 🐛 Slow order execution
- 👎 Dated user interface
CFI: Real-World Finance by Corporate Finance Institute
Finance & Accounting CoursesWorth Considering
📚 Education
4.8(11 ratings)
FreeIn-App Purchases
Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.
More Riaconnect apps to explore
4
Inflows
Exclusive Platform For RIAs
Free
This professional networking platform is designed exclusively for US Registered Investment Advisors and their affiliates. It facilitates industry-focused interactions, real-time discussions, and access to exclusive insights from thought leaders. Connect with peers for strategic partnerships, job opportunities, and collaborations within a private, purpose-built community.
Professional networking for RIAsIndustry-focused discussionsExclusive insights from thought leaders
💼 Business
(3)
ad-supported5
Handshake Jobs & New Careers
Jobs, internships, inspo
Free
Find jobs, internships, and career paths tailored to your interests and career stage. Get personalized recommendations, career advice from professionals, and access to career-shaping events. Build your network and track applications to advance your career.
Personalized job recommendationsCareer advice from professionalsCareer-shaping events
💼 Business
(132K)
free6
Alinea: Automated Investing
AI Trades- Stocks, ETF, Crypto
Free
Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.
Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(109K)
free7
Autopilot: Automated Investing
In your own brokerage account
Free
Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.
Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(21K)
free with in-app purchases8
Zocks
by Zocks Communications, Inc.
Free
Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.
AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording
💼 Business
(32)
free9
Wealthbox
CRM for Financial Advisors
Free
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free10
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(42)
free11
Wall Street Oasis
by WSO
Free
Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.
Finance career communityInterview preparationFinancial modeling courses
💰 Finance
(1.3K)
free12
TIAA
by Teachers Insurance and Annuity Association America
Free
Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.
Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)
💰 Finance
(8.3K)
free13
High Circle Ventures
Access the Private Markets
Free
Access exclusive investment opportunities in private companies, real estate, hedge funds, and startups. Track your portfolio, receive direct investor updates, and connect with other accredited investors.
Access late-stage pre-IPO equityInvest in private equity real estateExplore hedge funds and alternative assets
💰 Finance
(2)
free14
Redtail CRM
by Redtail Technology, Inc.
Free
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases15
BBDashboard
by Breakthrough Broker LLC
Free
This app helps real estate agents manage client relationships and foster connections. It allows users to stay engaged with their network and support their clients' success.
Client relationship managementReal estate agent networkingClient engagement tools
💼 Business
(1)
free16
EFE
Your Investment Advisor
Free
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.5K)
ad-supported17
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
18
Wealthscape℠
by National Financial Services LLC
Free
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.8K)
free19
On-Board Companies
by On-Board Services, Inc.
Free
This app allows users to search and apply for job openings, track their application progress, and update their profiles. It also facilitates the completion of electronic onboarding documents and submission of feedback on assignments.
Search and apply for open positionsTrack job applicationsUpdate profile and upload resume
💼 Business
(3)
free20
Long Angle
by ANGLE LONG INC
Free
Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.
High net worth investor communityConfidential knowledge sharingNetworking opportunities
🌐 Social Networking
(30)
free