135+ iOS apps curated and reviewed
Looking for free beacon financial advisors apps? 20 of our 135+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 2 |  | Free | 4.6★ (7.4K) | Yes | No | Jul 2026 |
| 3 |  | Free | 4.8★ (11K) | Yes | No | Jul 2026 |
| 4 |  | Free | 5.0★ (4) | No | No | May 2026 |
| 5 |  | Free | 3.9★ (15) | No | No | May 2026 |
| 6 |  | Free | 3.8★ (12) | No | No | Jul 2026 |
| 7 |  | Free | 4.6★ (38) | No | No | Jul 2026 |
| 8 |  | Free | 4.3★ (118) | Yes | No | Jun 2026 |
Access your financial account information on the go. View account values, investment holdings, and portfolio activity directly from your smartphone. Review monthly statements conveniently.
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.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.
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 digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.
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 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.
Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.
Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.
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.
Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.
Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.
Connect with your financial advisor and manage your accounts seamlessly. View investments, store documents securely, and access market insights. Stay informed with the latest news and videos.
