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Screenshots

  • RTD Financial screenshot 1
  • RTD Financial screenshot 2
  • RTD Financial screenshot 3

About RTD Financial

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!

What’s new

Version 2.0.1181928 · Updated January 31, 2024

Fixed bugs.

App privacy

The developer, RTD Financial, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to RTD Financial

Looking for apps like RTD Financial? Here are 6 similar apps on the App Store. The highest rated is Portrait Research (5.0/5), and all 6 are free to download.

RTD Financial vs. alternatives
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RTD Financial – Free January 31, 2024
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Portrait Research 5.0 / 5 (4) Free Oct 28, 2026 Compare
1ADVISOR 5.0 / 5 (6) Free Apr 6, 2026 Compare
Financial Wisdom – Free Nov 28, 2024 Compare

Compare RTD Financial with the top alternatives: ratings, updates, ASO score and keyword gaps →