211+ iOS apps curated and reviewed
If you already know CurrentClient, this is the deeper bench. 211+ current client apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.
A system designed for business professionals to efficiently manage client relationships and communications. Features include a local area code business number, call recording, custom surveys, and automated replies. Improve your client outreach and time management with CurrentClient. Start streamlining your business today!
CamCard is a convenient solution for digitizing business cards, allowing users to easily scan and store contact information on their mobile devices. Say goodbye to bulky paper cards – streamline your networking with CamCard today!
Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.
Experience seamless and efficient AI-powered business communications that enhance productivity and connectivity with this cloud communication application. Transform the way you communicate and work effortlessly.
Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.
This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.
Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.
Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!
Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.
Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.
Access essential case and client information remotely, track billable time, communicate securely with clients, and accept payments directly through the app. Stay organized and productive with dynamic calendars and task lists. Sign up at clio.com/signup.
Easily communicate with clients and colleagues through a compliant text messaging platform that meets financial industry standards. Retain conversations, generate reports, and provide a seamless texting experience for clients without additional software installation.
Access a comprehensive Human Resources platform for employees on the go, enabling easy management of work-related tasks, payroll, benefits, time tracking, and more. Streamline your work life with this all-in-one mobile solution.
Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.
Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.
Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Origin: Budget is a powerful financial management tool that helps you track expenses, set budget goals, and analyze spending patterns. Take control of your finances and achieve your financial goals with Origin: Budget today!
Manage your finances easily with the online banking app offering tools to improve financial health, send/receive money with Bizum, open accounts, apply for loans, manage insurance, track investments, and more. Download now and take control of your financial future!