196+ iOS apps curated and reviewed
Finding the right advisors apps can be overwhelming with so many options. We've analyzed 196+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 4.6★ (307) | Yes | No | Jul 2026 |
| 2 |  | Free | 4.0★ (4) | No | No | Jun 2026 |
| 3 |  | Free | 5.0★ (5) | No | No | Jun 2026 |
| 4 |  | Free | 5.0★ (14) | No | No | May 2026 |
| 5 |  | Free | 5.0★ (1) | No | No | Jul 2026 |
| 6 |  | Free | 4.5★ (4) | No | No | May 2026 |
| 7 |  | Free | 5.0★ (1) | No | No | Jun 2026 |
| 8 |  | Free | 5.0★ (1) | No | No | May 2026 |
This app simplifies travel planning by offering a vast selection of hotels and flights worldwide. Find the best prices, enjoy transparent booking with no hidden fees, and access exclusive deals. Get 24/7 customer support and flexible booking options for a stress-free journey.
This app provides authorized clients with a streamlined way to view their investment portfolio data. Access is granted only to existing clients who have been authorized by their primary contact.
Access your wealth management client portal on the go. View household and account information in a clear, easy-to-understand format. Requires authorization as a Crestwood Advisors client.
Access resources, manage conference experiences, and connect with a community. Explore job opportunities and engage in topic-specific groups. This app facilitates networking and learning within a specialized field.
Access your financial portfolio data through a streamlined mobile interface. This application is designed exclusively for authorized clients of Advisors Management Group, offering a convenient way to view your investments.
Access detailed portfolio information, asset allocations, and financial goal projections with dynamic reports. This app offers a personalized and easy-to-understand financial overview with customizable features and bold graphics.
Access your portfolio data through a secure and intuitive interface. This application is exclusively for authorized clients to view their financial information. Contact your Bloom Advisors representative to request access.
Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.
This private portfolio app is designed exclusively for clients of Cahill Financial Advisors. It provides secure access to manage your financial information and track your investments.
Securely access your financial portfolio and account information. View balances, performance, and holdings with an intuitive interface. Stay informed about your financial plan anytime, anywhere.
Access real-time data and performance reports for your investment portfolios. This application provides clients with direct insights into their personalized financial holdings.
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
This app provides a consolidated view of your financial life, linking investment, checking, and debt accounts for a real-time net worth statement. Secure document sharing and a two-way task system facilitate seamless collaboration with your advisor. Stay in control of your financial future anytime, anywhere.
Access your financial accounts securely and manage your wealth with interactive reports and a document vault. Connect with your client team through a user-friendly mobile dashboard for a comprehensive financial overview.
Access your complete financial picture with an interactive dashboard. Securely view documents from your advisor, track investments, and manage your financial decisions anytime, anywhere.