242+ iOS apps curated and reviewed
The best envision financial apps on iPhone average 4.6★ across 242+ 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 | 5.0★ (2) | No | No | May 2026 |
| 2 |  | Free | 4.9★ (37K) | No | No | Aug 2026 |
| 3 |  | Free | 4.6★ (1.4K) | Yes | No | Aug 2026 |
| 4 |  | Free | 4.9★ (18K) | No | No | Aug 2026 |
| 5 |  | Free | 4.8★ (11K) | No | No | Aug 2026 |
| 6 |  | Free | — | No | No | May 2026 |
| 7 |  | Free | — | No | No | May 2026 |
| 8 |  | Free | 4.3★ (118) | No | No | Aug 2026 |
Access critical sales and production data on the go. This mobile application connects directly to Envision software, providing real-time insights for business professionals. Stay informed and manage operations efficiently from any location.
Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.
Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
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.
Access your financial plan, account details, and balances all in one place. Easily connect with your dedicated financial advisor for personalized support.
Connect with financial representatives through secure chat, audio, or video calls. Get personalized support and resolve your queries efficiently.
Access your financial account information on the go. View account values, investment holdings, and portfolio activity directly from your smartphone. Review monthly statements conveniently.
Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.
This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.
Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.
This financial wellness platform offers tools to manage money, pay bills on time, earn interest on savings, and improve credit scores. It also provides employers with free financial tools to enhance workforce productivity and security.
This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.
This app provides AI-powered trading signals for institutional investors. It analyzes market news and events to help traders evaluate opportunities and manage strategies after market close. Features include a personalized portfolio simulator for disciplined decision-making.
This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.