228+ iOS apps curated and reviewed
Out of 228+ 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.
This personalized portal provides a secure and comprehensive view of your financial life, allowing you to track spending, investments, and goals, while also facilitating communication with your advisor. By using this portal, you can save time, stay organized, and take control of your financial future, exploring various financial topics and gaining valuable insights along the way.
Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.
This mobile finance application allows users to perform various transactions, such as payments, money transfers, and phone top-ups, without needing a bank account, all from the convenience of their mobile phone. With features like online KYC, unlimited transfers, and QR payments, users can enjoy a hassle-free and secure payment experience, and start managing their finances with ease today.
This mobile finance application allows users to perform various transactions, such as payments, money transfers, and phone top-ups, without needing a bank account, all from the convenience of their mobile phone. With features like online KYC, QR payments, and 2-layer security, users can enjoy a hassle-free and secure payment experience, and start managing their finances with ease today.
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.
This app helps you manage your finances on the go, offering features such as trading stocks, ETFs, and more, secure login options, real-time market data, customizable watchlists, and mobile check deposits. Take charge of your financial future today!
Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently 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.
Get real-time financial news, data, and updates on the stock market. Track your favorite companies, monitor investments, and stay informed with personalized alerts and insights. Stay ahead in the world of finance.
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 financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
Master cryptocurrency investing with our app designed for all levels of investors. Access a comprehensive 5-module course, interactive tools, and a supportive community. Start your journey today with a free module download and unlock premium features with a subscription.
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!
Save and invest effortlessly with our user-friendly app that allows you to set financial goals, automate savings, and invest in mutual funds easily. Start building wealth today!
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.
An application that provides easy access to US investments earning returns in dollars, offering personalized investment plans, expert financial advice, and world-class wealth management. Users can choose to invest in expertly selected US stocks, high-demand commercial real estate, or secure fixed income assets. Start investing with a minimum of $10.
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.
"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."
Download the mobile app for seamless retirement savings management wherever you go. Easily access your accounts, tools, and resources in one secure place with intuitive features like retirement income simulation and fund management. Stay in control of your finances with enhanced security measures and personalized support.