Best Advisor Tools Apps

197+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

Machining Advisor Pro is the household name in advisor tools, but it's far from the only option. We track 197+ alternatives and competitors on iOS โ€” many free, many higher-rated than you'd expect.

Top Picks for Advisor Tools

Machining Advisor Pro#1

Machining Advisor Pro by HARVEY TOOL COMPANY, LLC

CNC Speeds & Feeds Calculator
Editor's Choice
๐Ÿ“Š Productivity
4.0(162 ratings)
FreeAds
Machining Advisor Pro screenshot 1

This app provides recommended running parameters for CNC machining, specifically for Helical Solutions and Harvey Tool products. It generates customized speeds and feeds based on your end mill, tool path, material, and machine setup, optimizing metal removal rates and shop productivity.

EFE#2

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.3K ratings)
FreeAds
EFE screenshot 1
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EFE screenshot 4
EFE screenshot 5
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

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
EveryDollar: Budget Management#3

EveryDollar: Budget Management by The Lampo Group Incorporated

Track Income, Bills & Spending
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜(84K ratings)
FreeAdsIn-App Purchases
#12in Finance
EveryDollar: Budget Management screenshot 1
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EveryDollar: Budget Management screenshot 3
EveryDollar: Budget Management screenshot 4
EveryDollar: Budget Management screenshot 5
EveryDollar: Budget Management screenshot 6

This app helps you create custom budgets, track expenses, and manage your money effectively. It aims to reveal hidden savings and empower you to pay off debt, build wealth, and achieve your financial goals.

What We Love

  • ๐Ÿ‘ Useful budgeting tool
  • ๐Ÿš€ Helps with financial organization
  • ๐Ÿ’ก Customizable budgeting categories
  • ๐Ÿ‘ Easy to use and intuitive

Room to Improve

  • ๐Ÿ’ฐ Expensive subscription
  • ๐Ÿ› Connectivity issues with Canadian banks
  • ๐Ÿ› Bugs and glitches

More Advisor Tools apps to explore

4
Moduit Advisor
Moduit Advisor
Moduit Advisor
Your Digital Investment Tool
Free
๐Ÿ’ฐ Finance
(0)
5
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

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
๐Ÿ’ฐ Finance
(1.2K)
free
6
Streetbeat #1 AI for Investing
Streetbeat #1 AI for Investing
Streetbeat #1 AI for Investing
GPT Stock & Crypto Trading
Free

This app leverages AI agents to simplify investing by conducting market research, evaluating companies, and crafting personalized portfolios. It offers AI-powered trading insights, thematic portfolios, and automated rebalancing. Stay informed with real-time news and sentiment analysis.

AI-powered personalized portfolio creationThematic and trending investment portfoliosAutomated portfolio rebalancing
๐Ÿ’ฐ Finance
(654)
free with in-app purchases
7
Devtools+ Toolkit
Devtools+ Toolkit
Devtools+ Toolkit
Essential Tools for Developers
Free
๐Ÿ› ๏ธ Developer Tools
(0)
8
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
๐Ÿ’ผ Business
(675)
free with in-app purchases
9
Schwab Advisor Centerยฎ Mobile
Schwab Advisor Centerยฎ Mobile
Schwab Advisor Centerยฎ 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
๐Ÿ’ฐ Finance
(37)
free
10
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
๐Ÿ’ฐ Finance
(3.2M)
free with in-app purchases
11
Everclear๏ผSpiritual Guide Tool
Everclear๏ผSpiritual Guide Tool
Everclear๏ผSpiritual Guide Tool
HoroscopeใƒปTarotใƒปPsychic Help
Free

Access personalized spiritual guidance and psychic readings. Connect with skilled psychics for tarot readings, horoscopes, and numerology to gain clarity on love, career, and life path. Offers a special introductory offer for new clients.

1-on-1 Tarot Card ReadingsDaily HoroscopeZodiac Psychic & Birth Chart Readers
๐ŸŒŸ Lifestyle
(1.1K)
free with in-app purchases
12
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
๐Ÿ’ผ Business
(1.6K)
free
13
OnTrack Performance Tools
OnTrack Performance Tools
OnTrack Performance Tools
by Heath & Company - Hospitality Advisors LLC
Free
๐Ÿ’ผ Business
(0)
14
Houzz - Home Design & Remodel
Houzz - Home Design & Remodel
Houzz - Home Design & Remodel
Remodeling Ideas & Local Pros
Free

Discover millions of home design ideas and products for remodeling and decorating. Connect with professionals, shop for materials, and visualize items in your space with 3D tools. Get expert advice and inspiration for any home project.

Browse 25M+ home design photosShop 5M+ home productsFind and hire home professionals
๐ŸŒŸ Lifestyle
(322K)
free with in-app purchases
15
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
๐Ÿ’ฐ Finance
(1)
subscription
16
Angi for Pros
Angi for Pros
Angi for Pros
Reach quality customers
Free

Connect with homeowners seeking home services and manage your business on the go. This platform helps you target specific leads, manage your profile, and build your reputation through customer reviews.

Target specific leads by task and locationConnect with interested homeownersCollect customer reviews to build reputation
๐Ÿ’ผ Business
(39K)
free
17
Elite Advisor Success Systemโ„ข
Elite Advisor Success Systemโ„ข
Elite Advisor Success Systemโ„ข
Financial Advisor Training
Free
๐Ÿ“š Education
(0)
18
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
๐Ÿ’ฐ Finance
(15)
free
19
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
๐Ÿ’ผ Business
(282)
free with in-app purchases
20
AI Trade Algo
AI Trade Algo
AI Trade Algo
Stock Market Trading Tools
Free

This app provides traders with accurate trading signals and tools to identify market reversals and volatility. Customize signal sensitivity and utilize features like Reversal Bands and Energy Clouds to inform your trading decisions. It's designed for all experience levels with visually appealing charts.

Accurate trading signalsReversal Bands for market reversalsEnergy Clouds for volatility analysis
๐Ÿ’ฐ Finance
(296)
subscription