246+ iOS apps curated and reviewed
If you already know Coordinated Financial Planning, this is the deeper bench. 246+ coordinated financial planning apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of July 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | Jul 2026 |
| 2 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 3 |  | Free | 4.9★ (37K) | No | No | Aug 2026 |
| 4 |  | Free | — | No | No | May 2026 |
| 5 |  | Free | — | — | No | Jun 2026 |
| 6 |  | Free | 5.0★ (1) | No | No | Aug 2026 |
| 7 |  | Free | 5.0★ (4) | No | No | Aug 2026 |
| 8 |  | Free | — | No | No | May 2026 |
This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.
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 consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.
This app provides clients of a retirement planning firm with secure access to their financial information. View consolidated statements, billing details, and quarterly reports to stay informed about your retirement planning progress.
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 app consolidates all your financial accounts, offering personalized advice and actionable steps to achieve your goals. It provides budgeting, debt management, investment guidance, and AI-powered financial planning tailored to your unique life circumstances.
Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.
This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.
Access free or low-cost digital financial advice in the UK. Get a detailed financial health check in 10 minutes, plan investments, pensions, and protection, or connect with expert independent financial advisers for regulated advice.
This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.
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.
Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.
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.
