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Client First Tax and Wealth

Rock Point Partners LLC

App Store★ 5.0FreeFirst seen 5 Nov 2026

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App info

Category: Finance
Age rating: 4+
Price: Free
Version: 1.99
Released: Dec 22, 2024
Last updated: 31 Oct 2026
Size: 143.3 MB
Requires: iOS 15.5 or later
Languages: 1

5.01 ratings

★★★★★

Average rating on the App Store. Apple doesn't publish how many ratings each star has.

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What's newin version 1.99

• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements

About this app

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The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, and performance data. Clients will also be able to access Client First quarterly statements, Charles Schwab monthly custodial statements, and annual tax reports produced by Charles Schwab.

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