Best Emoney Advisor Apps

248+ iOS apps curated and reviewed

4.1 avg rating

20 free apps

Updated August 2026

Out of 248+ emoney advisor 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 Emoney Advisor Apps (August 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	eMoney Client Portal	Free	3.6★ (28)	No	No	Aug 2026
2	eMoney End User	Free	4.1★ (83)	No	No	Sep 2026
3	EB Advisor	Free	—	No	No	May 2026
4	Emerald Advisor	Free	—	No	No	Jul 2026
5	PG Advisor	Free	—	No	No	May 2026
6	The Advisor Lab	Free	—	No	No	Jun 2026
7	Schwab Mobile	Free	4.8★ (1.2M)	No	No	Sep 2026
8	SEI Connect - Investor	Free	4.1★ (30)	No	No	Aug 2026

Top Picks for Emoney Advisor

eMoney Client Portal by eMoney Advisor

eMoney Client Portal

Editor's Choice

💰 Finance

3.6(28 ratings)

Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

eMoney End User by Metfone

Strong Contender

🔧 Utilities

4.1(83 ratings)

Free

Perform financial transactions like payments, money transfers, and phone top-ups directly from your mobile device. No bank account is required to register and manage your finances with ease.

EB Advisor by Eyeballs Financial LLC

Worth Considering

💰 Finance

0.0(0 ratings)

Free

More Emoney Advisor apps to explore

Emerald Advisor

by Emerald Advisors, LLC

by PCS Retirement, LLC

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket

💰 Finance

(1.2M)

free with in-app purchases

SEI Connect - Investor

Powering Wealth

Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner

💰 Finance

(30)

ad-supported

Financial Advisor: Expert Chat

Get Instant Support & Advice

Free

💰 Finance

(0)

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Free

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

💰 Finance

(385K)

free with in-app purchases

Alpheva AI: Financial Advisor

Make More. Stress Less.

Free

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

💰 Finance

(118)

ad-supported

Ameriprise Advisor Deposit

by Ameriprise Financial, Inc.

Free

This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.

Client check depositsSecure login with Ameriprise credentialsFacilitates financial transactions

AI Investment Advisor - Rivo

Stock Market News & Briefing

Free

💰 Finance

(0)

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Free

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.

Remote client account managementView account balances and positionsTrack submitted request statuses

by Gasaway Investment Advisers, INC.

eMoney payment accept

Free

Accept payments from customers using QR codes with this app. It helps manage sales revenue and reduces the risk associated with cash payments. Ideal for businesses looking for modern, quick payment solutions.

Accept QR code paymentsManage sales revenueReduce cash payment risks

by Eyeballs Financial LLC

by MFC Asset Management plc.

by Concept Investwell Private Limited

Free

💰 Finance

(0)

FAQ about Emoney Advisor

What are the best emoney advisor apps for iPhone?

eMoney Client Portal tops our emoney advisor apps ranking as of August 2026, with a 3.6-star average from 28 App Store ratings, and it's free to download.

Are there free emoney advisor apps for iPhone?

Yes — 20 of the top emoney advisor apps we rank are free to download, including eMoney Client Portal and eMoney End User.

Does eMoney Client Portal have ads or in-app purchases?

eMoney Client Portal has no ads and has no in-app purchases, according to its App Store listing as of August 2026.

How many emoney advisor apps are on the App Store?

We track 248+ emoney advisor apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.

What is eMoney Client Portal?

eMoney Client Portal is a free finance application that provides a consolidated view of your financial life. It allows you to track spending, investments, set goals, and securely communicate with your financial advisor.

Is eMoney Client Portal secure?

Yes, eMoney Client Portal emphasizes security with secure aggregation and document sharing features. It is designed to provide complete control and safety over your financial data.