207+ iOS apps curated and reviewed
AssetMark Mobile is the household name in assetmark, but it's far from the only option. We track 207+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.
Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
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.
Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.
Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.
Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.
Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.
Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.
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.
This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.
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 platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.
This app offers a novel approach to saving and investing, aiming for better returns while protecting your deposits. Monitor your account balance, track investment performance, and earn rewards through a referral program.
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.
Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.
This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.