Best Dhan Saarthi Partner Apps

247+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated July 2026

Out of 247+ dhan saarthi partner apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Dhan Saarthi Partner Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Dhan Saarthi Partner: MFD AppDhan Saarthi Partner: MFD AppFreeNoNoJul 2026
2Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
3AYA PAY PartnerAYA PAY PartnerFree4.2★ (17)NoNoJul 2026
4Prudent Partner DeskPrudent Partner DeskFree1.0★ (1)NoNoJul 2026
5EXE Client PortalEXE Client PortalFreeNoNoMay 2026
6VoyaVoyaFree4.7★ (188K)NoNoAug 2026
7Ally: Bank, Auto & InvestAlly: Bank, Auto & InvestFree4.7★ (111K)NoNoAug 2026
8Empower ®Empower ®Free4.8★ (400K)NoNoAug 2026

Top Picks for Dhan Saarthi Partner

AYA PAY Partner#2

AYA PAY Partner by Ayeyarwady Bank Limited

AYA PAY Partner
Strong Contender
💰 Finance
4.2(17 ratings)
Free
AYA PAY Partner screenshot 1
AYA PAY Partner screenshot 2
AYA PAY Partner screenshot 3
AYA PAY Partner screenshot 4
AYA PAY Partner screenshot 5
AYA PAY Partner screenshot 6

This app helps businesses manage customer transactions, track employee performance, and optimize financial operations. It offers user-friendly tools for account management and transaction tracking to enhance business efficiency and customer satisfaction.

More Dhan Saarthi Partner apps to explore

3
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
4
Prudent Partner Desk
Prudent Partner Desk
Prudent Partner Desk
by Prudent Corporate Advisory Service Limited
Free

This business application helps channel partners track client investment valuations and access essential business reports. It offers detailed AUM and valuation reports, a business summary, financial calculators, and a query system for account statements.

Client investment valuation trackingAUM and valuation reportsBusiness summary reports
💼 Business
(1)
free
5
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
6
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
7
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(111K)
free
8
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(400K)
free with in-app purchases
9
ParmisaK PFM
ParmisaK PFM
ParmisaK PFM
Personal Financial Manager
Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Income and expense trackingFamily member financial managementDebt and loan management
💰 Finance
(2.5K)
free
10
Zocks
Zocks
Zocks
by Zocks Communications, Inc.
Free

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.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording
💼 Business
(32)
free
11
SmartPro Client Experience
SmartPro Client Experience
SmartPro Client Experience
by SmartPro Financial LLC
Free

Access your complete financial portfolio with this app. View your financial picture and communicate with your advisor through a simple and elegant interface. Designed for authorized clients to manage their investments.

Access portfolio dataView financial pictureInteract with advisor
💰 Finance
(6)
free
12
Novelty Wealth: AI for Finance
Novelty Wealth: AI for Finance
Novelty Wealth: AI for Finance
SEBI RIA | Unbiased Advisory
Free

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

AI-powered portfolio analysisTax optimization insightsAsset allocation review
💰 Finance
(0)
freemium
13
The Partner Platform
The Partner Platform
The Partner Platform
by Lender Block LC
Free

This platform facilitates interest-free closed lending groups among trusted members. It leverages blockchain technology for secure record-keeping, automated scheduling, and fund distribution. Members can contribute funds and take turns withdrawing the pool's value on a cyclical basis.

Networked fund-sharingBlockchain-powered groupsAutomated scheduling
💰 Finance
(14)
ad-supported
14
Easy Khata Partner
Easy Khata Partner
Easy Khata Partner
by Native Software
Free
💼 Business
(0)
15
SAP Client Portal
SAP Client Portal
SAP Client Portal
by Strategic Advisory Partners LLC
Free

Manage your wealth and connect with your financial advisor through this mobile application. Access essential tools to oversee your finances and facilitate collaboration with your advisor.

Wealth management toolsAdvisor collaborationFinancial access
💰 Finance
(1)
free
16
Advyzon
Advyzon
Advyzon
By Advyzon
Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Client managementContact managementNote taking
💰 Finance
(7)
free
17
ONE Advisory Partners
ONE Advisory Partners
ONE Advisory Partners
by ONE Advisory Partners LLC
Free

Access your financial portfolio information through a streamlined and intuitive mobile interface. This application is exclusively for authorized ONE clients to view their investment details.

Portfolio information accessSimple interfaceElegant design
💰 Finance
(1)
free
18
D.A. Davidson Client Access
D.A. Davidson Client Access
D.A. Davidson Client Access
by D. A. Davidson Companies
Free

Securely access your D.A. Davidson account information on the go. View balances, holdings, and activity with this user-friendly mobile app. Combine easy access with your Financial Advisor's guidance for confident financial management.

Secure account accessView balancesView holdings
💰 Finance
(20)
free
19
HDFC Bank SmartHub Vyapar
HDFC Bank SmartHub Vyapar
HDFC Bank SmartHub Vyapar
Payments,Business & Banking
Free

This app offers a comprehensive suite of tools for businesses to manage payments, access loans, and grow digitally. It provides instant onboarding, seamless payment acceptance, and business analytics to streamline operations and enhance customer engagement.

Instant onboarding for HDFC Bank account holdersAccept payments via UPI, SMS Pay, QR & CardsApply for POS machines and Soundboxes
💰 Finance
(20)
free
20
NJ Client Desk
NJ Client Desk
NJ Client Desk
by NJ Technologies
Free

Access your financial information on the go. Track your net worth, view valuation reports, P&L statements, and review your last 10 transactions. Requires login credentials provided by NJ Wealth Advisors.

Check Net WorthView Valuation ReportAccess P&L Report
💰 Finance
(0)
free

FAQ about Dhan Saarthi Partner

Are there free dhan saarthi partner apps for iPhone?
Yes — 20 of the top dhan saarthi partner apps we rank are free to download, including Dhan Saarthi Partner: MFD App and Vanguard: Save, Invest, Retire.
Dhan Saarthi Partner: MFD App has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 247+ dhan saarthi partner apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.