Best Advisor 360 Apps

209+ iOS apps curated and reviewed

3.9 avg rating

20 free apps

Updated June 2026

Finding the right advisor 360 apps can be overwhelming with so many options. We've analyzed 209+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Compare top Advisor 360 Apps (June 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Advisor360°	Free	3.7★ (3)	No	No	Aug 2026
2	Investor360°	Free	2.8★ (110)	No	No	Sep 2026
3	Wealthscape℠	Free	4.8★ (2.8K)	No	No	Sep 2026
4	Parrot AI by Advisor360°	Free	4.8★ (5)	No	No	Jul 2026
5	Stocks	Free	4.6★ (696K)	Yes	No	Sep 2026
6	COMMLink®	Free	2.6★ (33)	No	No	May 2026
7	American Heritage VideoAdvisor	Free	4.6★ (1.2K)	No	No	Sep 2026
8	PatPat360	Free	—	No	No	Jul 2026

Top Picks for Advisor 360

#1

Advisor360° by Advisor360°, LLC

Your Practice, In Your Pocket!

Editor's Choice

💰 Finance

3.7(3 ratings)

Free

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This app provides secure mobile access for financial advisors to manage client information, place trades, and communicate with clients. It offers quick business insights, performance tracking, and workflow management tools.

#2

Investor360° by Advisor360°, LLC

Strong Contender

💰 Finance

2.8(110 ratings)

Free

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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.

#3

Wealthscape℠ by National Financial Services LLC

Worth Considering

💰 Finance

4.8😞(2.8K ratings)

Free

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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.

What We Love

👍 Easy to use
🚀 Smooth check deposit
💡 Helpful for administrative tasks

Room to Improve

🐛 App freezes when depositing checks
🐛 Crashes when making deposits
🐛 Unresponsive after updates
🐛 Login issues with new devices

More Advisor 360 apps to explore

Parrot AI by Advisor360°

Parrot AI by Advisor360°

Parrot AI by Advisor360°

by Advisor360°, LLC

This mobile assistant helps financial advisors save time by managing client information, capturing meeting details, and providing instant insights. It allows for seamless client communication and organization, keeping all client interactions connected.

Client information accessMeeting recordingAI-powered insights

Follow daily stock and market performance with customizable watchlists. Get real-time quotes, interactive charts, and breaking business news. Seamlessly sync across all your Apple devices.

Customizable watchlistsReal-time quotes and price changesInteractive stock charts

free with in-app purchases

by Advisor360°, LLC

This app allows financial advisors to manage their business on the go. It provides access to trading, money transfers, client contact information, and compensation reports directly from a smartphone or tablet.

Place tradesMove moneyConfirm balance transfers

American Heritage VideoAdvisor

American Heritage VideoAdvisor

American Heritage VideoAdvisor

by American Heritage FCU

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

Secure video chatDocument uploadContract review

The Continuous Feedback App

📊 Productivity

AI for wealth managers

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

NetX360® Mobile

NetX360® Mobile

NetX360® Mobile

by Pershing, LLC

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications

Vision AI - Advice Chat

Vision AI - Advice Chat

Vision AI - Advice Chat

All-in-one advice chat app

This AI-powered application provides instant, personalized advice and motivation across various life aspects. Get guidance on career, relationships, and personal growth to make smarter decisions and achieve your goals.

Instant expert adviceSuccess & motivation coachingRelationship guidance

Alpheva AI: Financial Advisor

Alpheva AI: Financial Advisor

Alpheva AI: Financial Advisor

Make More. Stress Less.

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

Schwab Advisor Center® Mobile

Schwab Advisor Center® Mobile

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

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

Dominant: AI Portfolio Advisor

Dominant: AI Portfolio Advisor

Dominant: AI Portfolio Advisor

Manage Stocks, Crypto & ETFs

$49.99 | 100% OFF

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.

AI-powered portfolio buildingPersonalized investment recommendationsActionable market insights

Wealth management platform

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

Real-time portfolio dataNet worth trackingPerformance analysis

My Financial Advisor -Blueleaf

My Financial Advisor -Blueleaf

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

FMG - Expert Advisor Marketing

FMG - Expert Advisor Marketing

FMG - Expert Advisor Marketing

by fmg Suite, LLC.

This app allows financial advisors to share timely content with clients and prospects from anywhere. It enables quick distribution of market insights, breaking news, and holiday-themed posts to selected audiences via email or social media, streamlining communication and establishing expertise.

Share content from anywhereGet notified of new contentPost to social media

free with in-app purchases

AirPano Travel Book

AirPano Travel Book

AirPano Travel Book

360° inspiration & meditation

Experience the world through breathtaking 360° aerial panoramas. Explore iconic landmarks, natural wonders, and vibrant cities from a unique bird's-eye perspective. Immerse yourself in virtual travel with interactive views that let you rotate, zoom, and discover details.

360° aerial panoramasVirtual travel experienceExplore global landmarks

free with in-app purchases

Elite Advisor Success System™

Elite Advisor Success System™

Elite Advisor Success System™

Financial Advisor Training

Real Estate CRM for REALTORS®

This real estate CRM simplifies client management, prospect nurturing, and deal tracking for agents. It offers a seamless experience between mobile and desktop versions, allowing for easy access to client information on the go. Features include contact import and a visual business tracker with drag-and-drop functionality.

Client managementProspect nurturingDeal workflow tracking

FAQ about Advisor 360

What are the best advisor 360 apps for iPhone?

Advisor360° tops our advisor 360 apps ranking as of June 2026, with a 3.7-star average from 3 App Store ratings, and it's free to download.

Are there free advisor 360 apps for iPhone?

Yes — 20 of the top advisor 360 apps we rank are free to download, including Advisor360° and Investor360°.

Does Advisor360° have ads or in-app purchases?

Advisor360° has no ads and has no in-app purchases, according to its App Store listing as of June 2026.

How many advisor 360 apps are on the App Store?

We track 209+ advisor 360 apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.

What devices does Advisor360° support?

Advisor360° is currently supported on iPhone and iPod devices. Compatibility with other platforms may be available through the main Advisor360° platform.

How often is Advisor360° updated?

The latest version, 1.4.0, was released on April 30, 2026. This indicates regular updates to improve functionality and security for users.