205+ iOS apps curated and reviewed
Cahill Financial Advisors is the household name in cahill financial advisors, but it's far from the only option. We track 205+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
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.
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.
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.
Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.
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.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
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.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.
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.
Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.
Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.
Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.
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.
Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.
Access real-time financial news, market analysis, and expert investment insights. Track your portfolio, set customizable alerts, and discover stock ratings. This platform empowers active investors with tools previously available only to institutions.
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.
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.
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.
Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.