Best Consumer Portfolio Services Apps

152+ iOS apps curated and reviewed

3.8 avg rating
20 free apps
Updated May 2026

If you already know CPS Customer App, this is the deeper bench. 152+ consumer portfolio services apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of May 2026.

Top Picks for Consumer Portfolio Services

CPS#3

CPS by PI R SQUARE CO., LTD.

Worth Considering
πŸ”§ Utilities
1.2(51 ratings)
Free
CPS screenshot 1
CPS screenshot 2
CPS screenshot 3
CPS screenshot 4

Enhance your shopping experience with this app designed to streamline business processes. It aims to reduce paper usage and improve communication efficiency within stores.

More Consumer Portfolio Services apps to explore

4
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
πŸ’° Finance
(14)
ad-supported
5
Commons Capital
Commons Capital
Commons Capital
by Commons Capital LLC
Free

Access your portfolio data through a streamlined and intuitive mobile interface. Designed for authorized clients to view their financial information with ease and elegance.

Portfolio data accessSimple interfaceElegant design
πŸ’° Finance
(1)
free
6
Whereby - Video Meetings
Whereby - Video Meetings
Whereby - Video Meetings
Easy video meetings on the go
Free

Conduct and join video meetings effortlessly from your mobile device. Features include in-app chat, an audio-only option for saving data, and secure, private conversations. It's designed for simplicity and ease of use for both hosts and guests.

Instant meeting joinIn-app chatAudio-only mode
πŸ’Ό Business
(3.6K)
free with in-app purchases
7
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
8
DST Vision
DST Vision
DST Vision
by DST Systems, Inc.
Free

This mobile application provides financial intermediaries with on-the-go access to client account information. It allows for quick retrieval of aggregated data, improving client responsiveness and enabling advisors to view account details and transaction history.

Access aggregated client account informationImprove client responsivenessView real-time account data
πŸ’° Finance
(3)
free
9
mijn portfolio (ePortfolio)
mijn portfolio (ePortfolio)
mijn portfolio (ePortfolio)
by OXAR B.V.
Free
πŸ’Ό Business
(0)
10
212 Portfolio
212 Portfolio
212 Portfolio
Beautiful Trading 212 View
Free
πŸ’° Finance
(0)
11
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
πŸ’° Finance
(10)
free
12
First Manhattan
First Manhattan
First Manhattan
Client Portal
Free

Access your investment portfolio securely on the go. View real-time performance, holdings, statements, and key reports. Stay informed with personalized account updates from an experienced investment advisory firm.

Real-time portfolio performanceView holdingsAccess account statements
πŸ’° Finance
(3)
free
13
Comsol Portfolio
Comsol Portfolio
Comsol Portfolio
by COMSOL DISTRIBUTION SERVICES PRIVATE LIMITED
Free
πŸ’° Finance
(0)
14
Orion Portfolio Solutions
Orion Portfolio Solutions
Orion Portfolio Solutions
by Orion Portfolio Solutions, LLC
Free

Access your account balances and reports held at Orion Portfolio Solutions. This app is designed for both clients and advisors to view financial information.

Account balance viewingReport accessClient portal
πŸ’Ό Business
(19)
free
15
PFG Private Wealth
PFG Private Wealth
PFG Private Wealth
by PFG Private Wealth Management, LLC
Free

Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.

Instant portfolio insightsFinancial plan trackingClient document vault
πŸ’° Finance
(5)
free
16
BIP ClientCare
BIP ClientCare
BIP ClientCare
Wealth Management for clients
Free

This application offers clients of BIP Wealth a focused view of their assets. It provides specific insights into their managed wealth, supporting a holistic approach to asset management.

Asset management insightsHolistic wealth approachClient-specific data
πŸ’Ό Business
(11)
free
17
R&A Client Connect
R&A Client Connect
R&A Client Connect
by Rogan and Associates
Free
πŸ’° Finance
(0)
18
Advisor Mobile
Advisor Mobile
Advisor Mobile
by mydesq AG
Free
πŸ’° Finance
(0)
19
OpenArc Client Portal
OpenArc Client Portal
OpenArc Client Portal
by OpenArc Corporate Advisory, LLC
Free

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

Portfolio accessPerformance report downloadsAdvisor communication
πŸ’° Finance
(11)
free
20
Berenberg Wealth Management
Berenberg Wealth Management
Berenberg Wealth Management
Your assets at a glance
Free

Monitor your liquid assets with this secure and intuitive mobile application. Track investment performance, analyze asset distribution, and manage transactions. Access personal contacts and digital documents for seamless wealth management on the go.

Asset overview and performance analysisAccount balance and transaction trackingSecure payments and transfers
πŸ’° Finance
(5)
free

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