Best Bok Asset Management Apps

211+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated June 2026

Out of 211+ bok asset management apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Bok Asset Management

BOK Financial Mobile Banking#2

BOK Financial Mobile Banking by BOK Financial Corporation

Strong Contender
πŸ’° Finance
4.9😐(5.7K ratings)
FreeAds
BOK Financial Mobile Banking screenshot 1
BOK Financial Mobile Banking screenshot 2
BOK Financial Mobile Banking screenshot 3
BOK Financial Mobile Banking screenshot 4
BOK Financial Mobile Banking screenshot 5

Manage your finances on the go with this mobile banking application. Access account balances, deposit checks, transfer funds, and pay bills securely from your smartphone. Stay informed with transaction history and e-statements, and easily locate nearby ATMs and branches.

What We Love

  • πŸ‘ Convenient and easy to use
  • πŸš€ Quick and reliable transfers
  • πŸ’― Excellent customer service
  • πŸ† Best banking experience

Room to Improve

  • πŸ’° Increasing fees
  • πŸ”’ Privacy concerns
  • πŸ› Frequent app crashes
Asset Panda#3

Asset Panda by LRK Partners

Worth Considering
πŸ“Š Productivity
2.8(48 ratings)
Free
Asset Panda screenshot 1
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Asset Panda screenshot 5

Manage assets throughout their entire lifecycle with a powerful, customizable system. Turn your phone into a barcode scanner and auditing tool for efficient tracking and management.

More Bok Asset Management apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
πŸ’° Finance
(37K)
free
5
Cheqroom: Equipment Management
Cheqroom: Equipment Management
Cheqroom: Equipment Management
by CHECKROOM NV
Free

This platform helps organizations efficiently manage valuable physical assets from procurement to disposal. It connects, organizes, and tracks equipment using advanced algorithms to maximize team and asset potential. Benefits include reduced loss, saved time, fewer project delays, and extended asset lifespan.

Asset tracking from procurement to disposalPlanning and asset control algorithmsReduced asset loss
πŸ’Ό Business
(53)
freemium
6
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
πŸ’° Finance
(433)
free
7
Asset Tiger
Asset Tiger
Asset Tiger
by XpressMyself.com LLC
Free

This app helps businesses track equipment and inventory to prevent loss and reduce costs. It provides real-time stock records, financial reporting, and alerts for important dates like lease expirations or maintenance needs. Manage unlimited assets and users with this customizable solution.

Track equipment and inventoryReal-time stock recordsFinancial reporting
πŸ’Ό Business
(48)
free
8
Start Right Retire Right
Start Right Retire Right
Start Right Retire Right
by BOK Financial Corporation
Free

Access and manage your retirement plan details conveniently from your iPhone. Track your account balance, rate of return, and key plan features securely on the go.

Check account balanceView recent activityTrack rate of return
πŸ’° Finance
(4.2K)
free
9
EZO
EZO
EZO
Asset Tracking Software
Free

This app simplifies asset management by tracking item locations, assignments, and lifecycle. It uses barcode scanning for check-in/out, manages inventory, and provides insights for better decision-making. Optimize your business operations with real-time data and automated workflows.

Barcode scanning for check-in/outReal-time asset location trackingInventory and stock level management
πŸ’Ό Business
(67)
paid
10
Gordian Asset Capture
Gordian Asset Capture
Gordian Asset Capture
Digitize asset data with ease
Free

This app simplifies facility asset management by allowing users to digitize asset data. Capture photos, document information, and link to RSMeans Data within an intuitive platform designed for modern facility managers.

Digitize asset dataCapture photosDocument asset information
πŸ’Ό Business
(8)
free
11
EFE
EFE
EFE
Your Investment Advisor
Free

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
πŸ’° Finance
(7.3K)
ad-supported
12
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
πŸ’° Finance
(152)
free
13
HBL Asset
HBL Asset
HBL Asset
HBL Asset
Free

Manage your savings goals and investments with this finance app. Access your portfolio, view statements, and perform transactions like investing, converting, and redeeming funds. Get market information, use savings calculators, and access fund manager reports.

Portfolio visibilityAccount statement accessTransaction options (Invest, Convert, Redeem)
πŸ’° Finance
(10)
free
14
Reftab
Reftab
Reftab
Asset Tracking and Management
Free

Manage and track your business assets with a mobile-first solution. Scan tags, assign items, schedule maintenance, and update locations from your phone or tablet. All changes sync instantly to your online dashboard.

Scan barcodes and QR codesAssign assets to usersMove assets between locations
πŸ’Ό Business
(6)
free
15
BOCHK δΈ­ιŠ€ι¦™ζΈ―
BOCHK δΈ­ιŠ€ι¦™ζΈ―
BOCHK δΈ­ιŠ€ι¦™ζΈ―
by Bank of China (Hong Kong) Limited
Free

Manage all your financial needs in one place. Open accounts, transfer money, pay bills, invest, and manage loans and insurance. Enjoy convenient banking with online customer service and green financial options.

Account opening without branch visitInstant money transfers via FPSBill payment for over 850 merchants
πŸ’° Finance
(6.4K)
free
16
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
πŸ’Ό Business
(1.6K)
free
17
Ecotrak
Ecotrak
Ecotrak
Facility Management Software
Free

This platform simplifies multi-site facility and asset management. It offers a unified dashboard for overseeing all locations, managing work orders, tracking assets, and communicating with vendors. Gain insights through reports and analytics to optimize operations.

Unified dashboard for multi-site oversightWork order creation, assignment, and trackingAsset lifecycle management
πŸ’Ό Business
(4)
free
18
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
πŸ’° Finance
(22)
free
19
Addepar
Addepar
Addepar
Wealth management platform
Free

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.

Real-time portfolio dataNet worth trackingPerformance analysis
πŸ’° Finance
(58)
free
20
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
πŸ’° Finance
(1.6K)
free with in-app purchases