210+ iOS apps curated and reviewed
Equitable Mobile App is the household name in equitable advisors, but it's far from the only option. We track 210+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 4.7★ (32K) | No | No | Jul 2026 |
| 2 |  | Free | 5.0★ (6) | No | No | May 2026 |
| 3 |  | Free | 4.8★ (11K) | No | No | Jul 2026 |
| 4 |  | Free | 3.3★ (62) | No | No | Jul 2026 |
| 5 |  | Free | 4.8★ (1.6K) | No | No | Jul 2026 |
| 6 |  | Free | 4.8★ (230K) | Yes | No | Jul 2026 |
| 7 |  | Free | 4.8★ (194) | Yes | No | Jun 2026 |
| 8 |  | Free | 4.6★ (503K) | No | No | Jul 2026 |
Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.
This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
This app enables beneficiaries of a real estate development fund in KSA to manage their registered orders and opportunities. Users can submit new orders, track their status, and update existing ones.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.
Manage your finances on the go with easy access to account balances, fund transfers, and bill payments. Locate nearby branches and ATMs conveniently and securely. This app offers a safe and simple way to stay on top of your banking needs anytime, anywhere.
Find and purchase official tickets for concerts, sports, and theater events. Easily sell tickets you can't use or transfer them to friends. Access your tickets directly within the app for seamless entry.
Submit group benefits claims quickly and easily from your mobile device. Securely sign in, fill out an interactive form, and upload a photo of your receipt for faster reimbursements. Access your claims history and benefit details anytime.
Access your retirement account information conveniently on your mobile device. Get fast, easy, and up-to-date insights into your retirement savings.
Rate corporations based on their impact on your life. Your anonymous feedback is aggregated to influence company funding, contributing to a fairer economy. The app is free, anonymous, and secure.
This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
Manage your finances and lifestyle needs from a single platform. This app allows you to view balances, pay bills, transfer funds, and even open accounts instantly. Securely access your financial information and perform transactions on the go.
Manage your debt relief program on the go. Add payments, track creditor accounts, and review settlement offers directly from your mobile device. Access live chat support and helpful resources to guide you toward financial freedom.
Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.
This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.
This app connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.
Access institutional-class investment strategies with a portfolio including private equity, venture capital, and real estate. This app offers a long-term approach to investing, managed by an experienced CIO, with regular liquidity windows.
This AI-powered tool automates note-taking during client meetings for financial advisors. It allows advisors to fully engage with clients while ensuring all critical details are captured and processed. The companion mobile app enables on-the-go recording and management of meeting notes.