209+ iOS apps curated and reviewed
Finding the right advisor 360 app 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.
Access a comprehensive financial management tool for real-time balance tracking, transaction history, detailed account breakdowns, and secure messaging with file attachment. Streamline and optimize your financial experience with continual 24/7 platform access.
Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.
"Track and monitor the performance of your stocks, indexes, and more with ease. Stay updated with real-time quotes, interactive charts, and top business news. Access your personalized watchlists across multiple devices seamlessly."
This mobile app allows financial advisors to manage their business on-the-go, providing access to trading, account management, alerts, and other essential tools. With a simple login, advisors can stay connected and productive from their smartphone or tablet.
Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!
This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.
This mobile application enables users to conduct critical business operations on-the-go, providing access to essential activities, market updates, and client account information. With a few clicks, users can stay productive, make informed decisions, and take action, giving them the power of a virtual office at their fingertips.
Vision AI is an all-in-one advice chat app that provides personalized guidance on life's biggest questions, ranging from productivity and relationships to career and business strategy. Leveraging the power of AI, the app offers expert advice, motivation coaching, and smart conversations to help users make more informed decisions and achieve their goals.
This application helps you take control of your financial life with intelligent, personalized insights, connecting to your financial accounts securely to provide actionable advice and help you reach your goals faster. It offers features such as smart budgeting, goal-driven financial planning, and clear visual dashboards to help you make confident financial decisions.
This mobile application allows independent registered investment advisors to monitor and manage client accounts remotely, providing convenient access to account information, fast searches, and secure data. With this app, advisors can manage accounts, deposit checks, and contact support teams on-the-go, all with multiple layers of security to protect sensitive information.
Master cryptocurrency investing with our app designed for all levels of investors. Access a comprehensive 5-module course, interactive tools, and a supportive community. Start your journey today with a free module download and unlock premium features with a subscription.
This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.
This app allows users to easily track their financial portfolio, including account balances and investment holdings, and understand how market conditions impact their performance. It also enables users to connect with their financial advisor through multiple channels, providing a convenient way to stay on top of their finances anytime, anywhere.
Stay up-to-date and share timely finance content with clients using the FMG app. Pick your content, choose your audience, and share to social media platforms easily. Upgrade to Marketing Suite for convenient content sharing. Learn more at fmgsuite.com/mobile.
Explore breathtaking 360° panoramas from around the world with detailed information on each location. Immerse yourself in stunning landscapes and discover new travel destinations. Start your virtual journey today!
This real estate CRM app helps agents simplify their business by managing clients, nurturing prospects, and tracking deal workflow in one easy-to-use tool. Try it out and discover a better way to run your business, with seamless access from desktop or on-the-go.