206+ iOS apps curated and reviewed
With an average user rating of 4.7★, the critical illness insurance advisor category is one of the App Store's strongest. Browse all 206+ apps we track, sorted so the most loved ones surface first.
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.
Manage your life insurance policies and investments conveniently. View policy details, monitor investment performance, and make payments directly from your mobile device. Easily find agent contact information and update your preferences.
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.
Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.
Manage all your life insurance and financial needs with this comprehensive app. Explore, purchase, and manage various insurance plans, utilize financial calculators, and access policy documents securely. Plan for retirement, savings, and protect your loved ones.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
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 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.
Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.
This app serves as a comprehensive marketplace for insurance and investment products. It allows users to compare and purchase various types of insurance, including motor, health, term, and travel, as well as investment and retirement plans, all on a single platform with minimal paperwork and dedicated claim assistance.
This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.
This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.
Manage your life insurance policies digitally. View policy details, track premium due dates, make payments, and download documents. You can also refer friends and family for new policies.
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 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.
Prepare for your insurance agent exam with over 600 practice questions. This app uses a proprietary "chunking" learning technique to help you memorize information effectively. Try 10 free questions daily for five days, plus a daily free question, before upgrading for full access.
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
Manage your life insurance policies with ease. Purchase new plans, track existing ones, and handle renewals all within one application. Explore a wide range of options including term, savings, health, retirement, and child plans.
This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.