199+ iOS apps curated and reviewed
If you already know Moduit Advisor, this is the deeper bench. 199+ digital advisor apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.
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 investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
This app helps protect your personal information from identity theft and financial fraud. It detects potential threats, alerts you to suspicious activity, and offers assistance if your identity is compromised. Features include credit monitoring, identity locking, and social media monitoring.
Discover and collect art with personalized recommendations and exhibition insights. Create and share art lists with friends, and follow galleries that align with your interests.
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.
Access nursing courses and instructional videos on your mobile device. Test your knowledge with quizzes and track your progress seamlessly across devices. This app allows for flexible learning anytime, anywhere.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
Track stocks, crypto, and other financial assets with real-time data and personalized news. Monitor your portfolio, set price alerts, and access in-depth financial information to make informed investment decisions.
Plan your next holiday with an all-in-one travel app. Book flights, hotels, car rentals, and tours. Access travel essentials like e-sims and insurance. Earn rewards and enjoy 24/7 customer support.
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.
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 app allows financial advisors to share timely content with clients and prospects from anywhere. It enables quick distribution of market insights, breaking news, and holiday-themed posts to selected audiences via email or social media, streamlining communication and establishing expertise.
This mobile assistant helps financial advisors save time by managing client information, capturing meeting details, and providing instant insights. It allows for seamless client communication and organization, keeping all client interactions connected.