214+ iOS apps curated and reviewed
If you already know CurrentClient, this is the deeper bench. 214+ current client apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of July 2026.
This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.
This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.
Secure and compliant messaging for global finance professionals. Connect with a large community, integrate with other apps, and maintain compliance on the go. Offers end-to-end encryption and robust security features.
A secure communication platform that integrates messaging, voice, video, and AI for organizations requiring high security and compliance. It offers features like E2E encryption and two-factor authentication to protect sensitive communications.
Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.
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 provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.
This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.
Access comprehensive, accurate, and real-time financial market data, including quotes and in-depth reports. Stay informed with 24-hour rolling updates on exclusive financial information and major stock events. Enhance your investment strategy with diverse analytical tools and connect with other investors.
This enterprise communication platform ensures compliance for regulated industries. It supports secure messaging and voice across various channels, integrating with MDM for IT control. Access requires an existing customer or partner account.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.
Securely communicate with your team through encrypted chat and manage follow-up tasks with customizable alerts and reminders. Log calls, mask your number, and access all message data via a secure web portal.
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.
Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.
Trade stocks, mutual funds, and IPOs with a comprehensive platform. Open a free Demat account, access advanced trading tools, and invest with zero commission on mutual funds. Offers margin trading and real-time market data.
This app offers a comprehensive financial ecosystem for daily needs, from small expenses to future investments. It provides tools for saving, investing, payments, insurance, and personalized financial advice. Manage your money effectively and make proactive financial decisions.
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.