162+ iOS apps curated and reviewed
With an average user rating of 4.6★, the efs advisors category is one of the App Store's strongest. Browse all 162+ apps we track, sorted so the most loved ones surface first.
This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.
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.
This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.
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.
This application provides a comprehensive financial wellness program, offering educational resources, personalized tools, and financial solutions to help employees achieve financial stability and meet their goals. By using the application, members can access a range of services, including financial assessments, coaching, and money management tools, and earn rewards points redeemable for cash and prizes.
This mobile application helps advisors stay connected with clients by digitizing portfolio information and providing on-the-go access to client accounts, market insights, and research. By streamlining workflow and increasing efficiency, advisors can focus on providing value to clients and growing their business, download now to optimize your time.
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 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.
This application facilitates meaningful communication between financial advisors and their clients about financial goals and progress. It provides an innovative scorecard to quickly assess financial health, serving as a foundation for informed financial planning.
This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.
Access your secure client portal to view accounts, portfolio performance, and securely store important financial documents. Experience comprehensive wealth management solutions designed for you.
This AI-powered copilot helps financial advisors automate note-taking during client meetings, allowing them to focus on delivering exceptional advice and service. By leveraging advanced technology, it enhances client engagement, saves time, and provides peace of mind, enabling advisors to grow their client base and transform their meeting experience.
This mobile app provides clients with a centralized portal to access and manage their financial information, connect with their financial advisor, and stay updated on market insights. With the app, clients can view performance reports, communicate with their advisor, and even invite family members to learn from trusted professionals.
This application helps users plan for a secure financial future with forward-looking tools and resources, allowing them to customize scenarios, access historical data, and create custom reports. It offers a range of retirement strategies, including volatility protection, growth opportunities, and guaranteed income, to help achieve a fulfilling retirement.
This technology platform offers a mobile app that allows advisors and clients to easily access and manage client accounts, view portfolio values and performance reports, and stay connected with their advisors. With this app, users can streamline their investment management and stay on top of their financial information.
Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!