234+ iOS apps curated and reviewed
The best envestnet client view apps on iPhone average 4.0★ across 234+ titles — we've ranked them by what real users actually keep on their phones. Updated July 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 3.9★ (11) | No | No | Jul 2026 |
| 2 |  | Free | 4.4★ (19) | No | No | May 2026 |
| 3 |  | Free | 4.1★ (30) | Yes | No | Jul 2026 |
| 4 |  | Free | 4.3★ (3.6K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.4★ (38) | No | No | Jul 2026 |
| 6 |  | Free | 1.8★ (362) | No | No | Jul 2026 |
| 7 |  | Free | 4.5★ (3.2K) | No | Yes | Jul 2026 |
| 8 |  | Free | 4.5★ (520) | Yes | Yes | Jul 2026 |
Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.
Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.
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.
Explore a decentralized web with this browser. It supports both traditional Web2.0 applications and new decentralized applications that integrate with blockchain technology, offering a seamless and user-friendly experience.
Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.
Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.
This app transcribes spoken conversations, extracts key insights, and organizes them into structured notes. It helps users stay focused during meetings and calls by ensuring all important information is captured and easily accessible.
Combine multiple photos into a single image with ease. This application offers features for creating mosaics, blurring images, and merging a large number of photos horizontally or vertically.
Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.
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.
Securely access your D.A. Davidson account information on the go. View balances, holdings, and activity with this user-friendly mobile app. Combine easy access with your Financial Advisor's guidance for confident financial management.
This app provides authorized Wealthquest clients with a streamlined interface to view their investment portfolios. Access requires prior authorization from Wealthquest.
Access real-time stock prices, cryptocurrency data, and market news. Track investments with free watchlists and receive price alerts. Analyze charts and stay updated on global financial markets.
Access your PlanMember accounts securely and easily from your mobile device. Manage investments, view transactions, deposit checks, and contact your financial professional.
Access your R.M. Davis Wealth Management portfolio securely on the go. View your total portfolio, individual accounts, balances, and statements. Easily contact your investment management team.
Manage your daily banking and investments with ease. Perform transactions, access card controls, and stay updated on market data. Securely log in with biometrics and download important financial documents.
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
Engage in a global financial news forum to discover investor sentiment across various asset classes. Share data analytics and connect with professionals from diverse sectors. Content is for entertainment purposes only, not financial advice.
Access real-time financial data, news, and analytics on the go. Monitor portfolios, track company information, and receive customized alerts for market movements. Stay informed with exclusive Reuters news and research reports.