Best Apps For Westlake Portfolio Management

205+ iOS apps curated and reviewed

4.7 avg rating
19 free apps
Updated May 2026

From beginner-friendly picks to power-user tools, our apps for westlake portfolio management list covers 205+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.

Compare top Apps For Westlake Portfolio Management (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1My Westlake PortfolioMy Westlake PortfolioFree4.6★ (7.4K)NoNoJul 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.2M)NoNoJul 2026
3Empower ®Empower ®Free4.8★ (397K)NoNoJul 2026
4Ally: Bank, Auto & InvestAlly: Bank, Auto & InvestFree4.7★ (111K)NoNoJul 2026
5Upstart: Personal Loans + MoreUpstart: Personal Loans + MoreFree4.9★ (37K)NoNoJul 2026
6EveryDollar: Budget ManagementEveryDollar: Budget ManagementFree4.7★ (84K)YesYesJul 2026
7iXpenseIt Pro: Manage FinanceiXpenseIt Pro: Manage Finance$4.994.7★ (1.7K)NoYesJul 2026
8FloatMe: Fast Cash Advance AppFloatMe: Fast Cash Advance AppFree4.8★ (147K)YesNoJul 2026

Top Picks for Apps For Westlake Portfolio Management

My Westlake Portfolio#1

My Westlake Portfolio by Westlake Services, Llc

Editor's Choice
💰 Finance
4.6😞(7.4K ratings)
Free
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My Westlake Portfolio screenshot 6

Manage your Westlake Portfolio Management accounts on the go. This app allows users to make payments, set up recurring payments, and access payoff information directly from their mobile device.

What We Love

  • 🚀 Easy to use
  • ⏱️ Convenient payments
  • 👍 Great app
  • 🕰️ Time saver

Room to Improve

  • 🤖 Poor customer service
  • 💰 Unnecessary fees
  • 🔑 Login issues
Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
💰 Finance
4.8😐(3.2M ratings)
Free
#15in Finance
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Fidelity Investments screenshot 5
Fidelity Investments screenshot 6

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.

What We Love

  • 🚀 Efficient app with quick access to accounts
  • 🔒 Secure login process
  • 👍 Comprehensive research and data tools
  • 💡 Ability to link external accounts for full financial view

Room to Improve

  • 🐛 Inaccurate account information and performance data
  • 🔍 Cluttered and unintuitive user interface
  • 🔍 Difficult to navigate and find desired features
Empower ®#3

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire
Worth Considering
💰 Finance
4.8😞(397K ratings)
Free
#45in Finance
Empower ® screenshot 1
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This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

  • 👍 Good product overall
  • 🚀 Sleek design and robust performance
  • 🔒 Excellent customer service and support

Room to Improve

  • 🐛 Buggy and unreliable app
  • ⏱️ Slow loading times
  • 🤔 Missing key features and functionality

More Apps For Westlake Portfolio Management apps to explore

4
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(111K)
free
5
Upstart: Personal Loans + More
Upstart: Personal Loans + More
Upstart: Personal Loans + More
Helping you borrow, better.
Free

Access funds quickly with a transparent and simple borrowing process. Check your rate in minutes without impacting your credit score. Apply for fixed-rate loans from $500 to $75,000 for various needs.

Check rate without credit score impactFast approvals and fundingPersonal loans up to $75,000
💰 Finance
(37K)
free
6
EveryDollar: Budget Management
EveryDollar: Budget Management
EveryDollar: Budget Management
Track Income, Bills & Spending
Free

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.

Create custom budgetsTrack expenses and transactionsManage bills and income
💰 Finance
(84K)
free with in-app purchases
7
iXpenseIt Pro: Manage Finance
iXpenseIt Pro: Manage Finance
iXpenseIt Pro: Manage Finance
Track expense, budget,cashflow
$4.99

Effortlessly track expenses, manage budgets, and gain insights into your spending habits. This app offers features like photo receipt capture, bill reminders, and customizable reports to help you achieve your financial goals. Secure your data with Touch ID and sync across multiple devices.

Effortless expense trackingComprehensive budgeting toolsPhoto receipt capture
💰 Finance
(1.7K)
freemium
8
FloatMe: Fast Cash Advance App
FloatMe: Fast Cash Advance App
FloatMe: Fast Cash Advance App
Borrow Money Between Paychecks
Free

Access quick cash advances to cover bills and expenses between paychecks. This app offers money management tools, low balance alerts, and a marketplace for earning opportunities. Securely connect your bank account for seamless transactions.

Cash advances up to $50No credit checks or interestCash flow calendar
💰 Finance
(147K)
subscription
9
Goodbudget Budget Planner
Goodbudget Budget Planner
Goodbudget Budget Planner
Money & Expense Tracker
Free

This app helps you manage your finances and plan your spending using a virtual envelope system. Track expenses, monitor debt, and gain insights with helpful reports. Share your budget with family or friends across multiple devices.

Virtual envelope budgetingShared budgetsExpense tracking
💰 Finance
(13K)
freemium
10
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
11
Albert: Budgeting and Banking
Albert: Budgeting and Banking
Albert: Budgeting and Banking
Organize. Budget. Save.
Free

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring
💰 Finance
(319K)
subscription
12
Oportun: Savings & Loans
Oportun: Savings & Loans
Oportun: Savings & Loans
Build savings, track your loan
Free

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime
💰 Finance
(289K)
subscription
13
YNAB
YNAB
YNAB
Never worry about money again
Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
14
LendingPoint
LendingPoint
LendingPoint
Loan Management
Free

Manage your personal loans and financial goals with this comprehensive finance app. Check loan rates, make payments, and update your information seamlessly. It's designed to help you achieve financial well-being.

Check personal loan ratesManage existing loansMake loan payments
💰 Finance
(3.2K)
free
15
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Spending, Net Worth, Investing
Free

Consolidate all your financial accounts into a single, intuitive dashboard. Track spending, manage budgets, monitor investments, and collaborate with others to achieve your financial goals with actionable insights.

Connect all financial accountsAuto-categorize transactionsCustomizable dashboard
💰 Finance
(100K)
free with in-app purchases
16
UWM InTouch
UWM InTouch
UWM InTouch
For brokers and correspondents
Free

This app empowers independent mortgage brokers to manage their business remotely. It provides tools to view loan pipelines, lock loans, check rates, and submit conditions. Brokers can also access UWM's EASE platform, utilize chat support, and manage client requests.

Loan pipeline managementLoan locking and submissionRate checking
💰 Finance
(178)
free
17
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Track, Budget, & Save Cash!
Free

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

AI-powered financial chatBudgeting and spending trackingCash advances up to $250
💰 Finance
(244K)
freemium
18
Vola: Cash Advance & Credit
Vola: Cash Advance & Credit
Vola: Cash Advance & Credit
Improve Credit health & Save
Free

Access instant cash advances up to $500 with no interest or credit checks. Build your credit score by reporting rent payments and track your financial health with budgeting tools. Take control of your finances with this all-in-one financial management app.

Instant cash advances up to $500No interest, no credit checkBuild credit by reporting rent
💰 Finance
(34K)
free
19
MoneyLion: Banking & Cash Back
MoneyLion: Banking & Cash Back
MoneyLion: Banking & Cash Back
Cashback rewards & Loan Offers
Free

Access mobile banking, personal finance tools, and cash advances. Earn cashback rewards and explore loan offers. Build credit with a membership and get paid up to two days early with direct deposit.

Mobile banking with early direct depositCash advances up to $1000Cashback rewards on spending
💰 Finance
(318K)
free with in-app purchases
20
Brigit: Cash Advance & Credit
Brigit: Cash Advance & Credit
Brigit: Cash Advance & Credit
Get $25-$500* in Minutes
Free

Access fast cash advances, build credit history without a card, and manage your finances with smart budgeting tools. Get personalized loan offers, earn extra money, and protect your identity. Offers free financial insights and paid plans for enhanced features.

Instant cash advances up to $500Build credit history with on-time paymentsPersonal loan offers from partners
💰 Finance
(531K)
free with in-app purchases

FAQ about Apps For Westlake Portfolio Management

What are the best apps for westlake portfolio management for iPhone?
My Westlake Portfolio tops our apps for westlake portfolio management ranking as of May 2026, with a 4.6-star average from 7.4K App Store ratings, and it's free to download.
Yes — 19 of the top apps for westlake portfolio management we rank are free to download, including My Westlake Portfolio and Fidelity Investments.
My Westlake Portfolio has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 205+ apps for westlake portfolio management on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
The app allows Westlake Portfolio Management account holders to manage their accounts directly from their mobile devices. Key features include making payments, signing up for recurring payment plans, and accessing payoff information.
This app is designed for existing account holders of Westlake Portfolio Management. It provides a convenient way for them to manage their financial accounts and make payments on the go.