Best Riaconnect Apps

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Manage your entire financial portfolio, including external accounts, with this app. Track balances, performance, and net worth. Make investment decisions, set up recurring savings, and access educational resources for informed financial planning.

Wall Street Oasis

by WSO

Free

This app connects aspiring finance professionals with a large online community. Access real interview questions, salary data, and career advice from industry experts. Prepare for interviews, learn essential skills, and explore various finance career paths.

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.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM app. Features include secure login, contact management, task organization, and calendar integration. Stay updated with push notifications and an activity stream.

CFI: Real-World Finance

Finance & Accounting Courses

Free

Master corporate finance, financial modeling, and investment banking with expert-led courses. Learn anytime, anywhere with interactive video lessons and hands-on exercises. Stay updated with new content to advance your finance career.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

Firstrade: Invest & Trade

Stocks, Options, ETFs.

Free

Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.

Fynancial

Fynancial

Free

This app connects clients with their Registered Investment Advisors, offering a personalized experience through a newsfeed, direct messaging, and access to financial planning tools. It allows for scheduled video calls and sharing market insights.

EXE Client Portal

Access valuation & documents

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

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.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

SEI Connect - Investor

Powering Wealth

Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

SuperdayReps

Investment banking prep

Free

This app assesses your readiness for investment banking interviews through adaptive practice questions and AI-powered mock interviews. It tracks your progress against peers and provides a library of technical concepts. It also helps manage your recruiting pipeline and deadlines.

Private Client Services

Client portal

Free

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.

Investor360°

by Advisor360°, LLC

Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.