Best Advisor Advanced Pro Apps

205+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Out of 205+ advisor advanced pro apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Advisor Advanced Pro

EFE#2

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Strong Contender
💰 Finance
4.6😐(7.4K ratings)
FreeAds
EFE screenshot 1
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EFE screenshot 6

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.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More Advisor Advanced Pro apps to explore

4
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
Your Advisor, Always There.
Free

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
💰 Finance
(15)
free
5
FMG - Expert Advisor Marketing
FMG - Expert Advisor Marketing
FMG - Expert Advisor Marketing
by fmg Suite, LLC.
Free

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
💼 Business
(282)
free with in-app purchases
6
Alpheva AI: Financial Advisor
Alpheva AI: Financial Advisor
Alpheva AI: Financial Advisor
Make More. Stress Less.
Free

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
💰 Finance
(118)
ad-supported
7
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

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
💰 Finance
(1K)
freemium
8
Parrot AI by Advisor360°
Parrot AI by Advisor360°
Parrot AI by Advisor360°
by Advisor360°, LLC
Free

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
💰 Finance
(5)
free
9
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
10
BrightPlan
BrightPlan
BrightPlan
Employee Financial Wellness
Free

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)
💰 Finance
(37)
free
11
Vega Minds
Vega Minds
Vega Minds
Your AI Associate Advisor
Free

This AI-powered associate advisor streamlines your professional practice by learning your style and clients. It automates tasks like drafting client emails, preparing for and summarizing meetings, managing tasks, and creating content. The mobile app allows for direct chat, meeting recording, and access to meeting analyses.

AI-powered client email draftingAutomated meeting preparation and summarizationTask management and CRM updates
💼 Business
(8)
free
12
Elite Advisor Success System™
Elite Advisor Success System™
Elite Advisor Success System™
Financial Advisor Training
Free
📚 Education
(0)
13
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

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
💰 Finance
(37)
free
14
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
15
CurrentClient
CurrentClient
CurrentClient
For business professionals
Free

This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.

CRM syncArchiver connectionUnified text inbox
💼 Business
(26)
free
16
ClientWise eXchange™
ClientWise eXchange™
ClientWise eXchange™
Community. Content. Learning.
Free

This app connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.

Exclusive financial advisor communityContent and learning resourcesTeam member access
💼 Business
(6)
ad-supported
17
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Manage Stocks, Crypto & ETFs
Free
$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
💰 Finance
(1)
subscription
18
Advanced Credit Consulting+
Advanced Credit Consulting+
Advanced Credit Consulting+
by Advanced Credit Llc
Free

This app facilitates financial management and strategic planning for businesses. It allows users to connect with consultants, access financial plans, share documents, and conduct video conferences for seamless collaboration.

Instant messaging (text, audio, video)Face-to-face video conferencingAccess financial plans
💼 Business
(13)
free
19
Signal Community
Signal Community
Signal Community
Way better together.
Free

This social media app connects financial advisors for networking and collaboration. It offers a forum to share insights, discuss market trends, and explore strategies. Additionally, it provides access to marketing materials, consumer content, and expert guides to help grow businesses.

Social-style forum for advisorsShare insights and market trendsAccess marketing materials
🌐 Social Networking
(26)
ad-supported
20
FamGuru
FamGuru
FamGuru
Travel, Share & Grow Business
Free

This application helps travel advisors streamline their Fam trip experience, from capturing key learnings and insights to generating polished reports and sharing with clients and colleagues. By centralizing organization and automating tasks, it saves time and empowers advisors to build relationships, close clients, and showcase their expertise.

📊 Productivity
(7)