216+ iOS apps curated and reviewed
The best emoney client portal apps on iPhone average 4.2★ across 216+ titles — we've ranked them by what real users actually keep on their phones. Updated May 2026.
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.
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!
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!
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 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.
Enhance your investment experience by exploring assets, reviewing due diligence, and receiving real-time alerts from anywhere. Take part in the action with an app that allows you to discover and invest in opportunities on your own terms.
Receive real-time forex signals and stay updated on market rates with this powerful app. Make informed trading decisions and maximize your investment potential. Download now!
This online investment platform empowers investors to discover profitable ideas and invest globally with a single account, offering a range of simple and transparent investment products. Get started in minutes and track, invest, and grow your wealth with features like instant account opening, research insights, and a single dashboard to manage all your investments.
Access your account information on-the-go with this mobile app, featuring account summaries, holdings, balances, and research data. Current users of the Client Access website can start using the app immediately, while others can contact their Financial Advisor for assistance.
Pocket FXCopy is a multi-account trade sync tool that allows for efficient management of multiple MT4 and MT5 accounts. With features like diverse trading modes, global broker coverage, real-time notifications, and enhanced risk control parameters, it streamlines the trading process for users. Download now for a free registration and 30-day VIP trial.
This lending management application helps users securely manage their lending business, collaborate with teams, and track loans and payments with ease. It also offers features such as auto reminders, data export, and multi-business management, making it easy to streamline and analyze lending business performance.
This application enables secure video interactions with trusted professionals, allowing users to chat, share documents, review contracts, and eSign agreements in a single platform. With this tool, users can communicate face-to-face with their trusted advisors from anywhere, making it a safe and effective way to conduct business remotely.
Get commission-free access to a powerful multi-asset trading platform that offers a range of advanced features, including zero-clearing charges, easy-to-use interface, and direct mutual funds investment options. Open your Demat Account and start trading today, with a trusted provider that offers cutting-edge financial tools for hassle-free trade in various instruments.
This digital payment platform enables users to make financial transactions through digital and over-the-counter channels, providing a convenient way to manage money. Try it out to experience easy and efficient financial transactions.
This mobile app provides a secure and easy way to manage insurance policies, accounts, and investments in one place. Download now to access policy details, submit claims, make changes, and stay updated with market insights and exclusive offers.
Boost your earnings and enhance customer service with an efficient transaction processing system that also enables you to sell value-added services. Discover how to increase your commission and improve user experience today!
This mobile application helps mutual fund investors track and monitor their investments on the go, providing features such as a mutual fund dashboard, portfolio views, and transaction details. Download the app to stay on top of your portfolio and make informed investment decisions with ease.