223+ iOS apps curated and reviewed
Finding the right adviceworks client access apps can be overwhelming with so many options. We've analyzed 223+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 3.7★ (127) | No | No | Jul 2026 |
| 2 |  | Free | 4.8★ (1.6K) | No | No | Aug 2026 |
| 3 |  | Free | 4.4★ (385) | Yes | No | Jul 2026 |
| 4 |  | Free | 4.0★ (154) | No | No | Jun 2026 |
| 5 |  | Free | 4.7★ (19K) | No | No | Aug 2026 |
| 6 |  | Free | 4.6★ (17K) | No | No | Aug 2026 |
| 7 |  | Free | 4.8★ (928) | No | No | Jul 2026 |
| 8 |  | Free | 4.8★ (17K) | No | No | Aug 2026 |
Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.
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.
Trade stocks, mutual funds, and IPOs with a comprehensive platform. Open a free Demat account, access advanced trading tools, and invest with zero commission on mutual funds. Offers margin trading and real-time market data.
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.
This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.
This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.
This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.
Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.
This platform offers a comprehensive suite of financial management tools for investments, wealth management, and payment services. It provides real-time market insights, investment advice, and secure transaction processing for a streamlined user experience.
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.
Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.
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.
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.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
This app offers a novel approach to saving and investing, aiming for better returns while protecting your deposits. Monitor your account balance, track investment performance, and earn rewards through a referral program.
This automated investing platform uses proprietary AI to analyze stocks and ETFs, aiming to protect wealth and outperform the market. It dynamically adjusts investments based on market volatility, helping users minimize risk and maximize returns.
Invest in US and Saudi stock markets with a single app. Follow expert investors, access Sharia-compliant options, and learn market insights. Start trading with as little as $1.