Access your complete financial portfolio with this app. View your financial picture and communicate with your advisor through a simple and elegant interface. Designed for authorized clients to manage their investments.





244+ iOS apps curated and reviewed
With an average user rating of 4.4★, the client experience category is one of the App Store's strongest. Browse all 244+ apps we track, sorted so the most loved ones surface first.
| # | App | Price | Rating | Ads | In-App Purchases | Updated | |
|---|---|---|---|---|---|---|---|
| 1 | Free | — | No | No | May 2026 | ||
| 2 | Free | — | No | No | Oct 2026 | ||
| 3 | Free | 4.4★ (7) | No | No | Nov 2026 | ||
| 4 | Free | 4.6★ (23K) | No | No | Nov 2026 | ||
| 5 | Free | 4.7★ (3.9K) | No | Yes | Nov 2026 | ||
| 6 | Free | — | No | No | May 2026 | ||
| 7 | Free | 1.6★ (52) | No | No | Oct 2026 | ||
| 8 | Free | 4.5★ (2) | — | No | May 2026 |














Access your complete financial portfolio with this app. View your financial picture and communicate with your advisor through a simple and elegant interface. Designed for authorized clients to manage their investments.