205+ iOS apps curated and reviewed
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.
Control and monitor your security system remotely. Receive instant notifications for events, arm or disarm your system, and manage outputs for tasks like opening gates or controlling heating. Access a detailed event history for peace of mind.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.