202+ iOS apps curated and reviewed
If you already know UBS Wealth Management, this is the deeper bench. 202+ fhb wealth management apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of May 2026.
A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.
An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!
This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.
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.
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.
This financial planning application helps international and cross-border investors manage their wealth by providing real-time insights into their net worth, tracking multiple assets, and offering advanced features such as multi-currency aggregation and live crypto tracking. By using this app, users can streamline their global finances and work towards achieving financial independence through efficient and transparent financial planning.
This application helps families manage their finances and achieve financial freedom by providing access to their financial plan, investment performance, and cash flow, as well as direct messaging with their advisors. By using this app, users can easily keep track of their financial life and work towards their goals with the guidance of experienced professionals.
This mobile app helps you manage your finances by providing real-time access to your account information, investment holdings, and financial planning tools. With the app, you can stay on top of your financial situation and make informed decisions, and if needed, reach out to your team for assistance.
This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.
This mobile app allows Legacy Wealth clients to access their portfolio data in a simple and elegant interface. Download the app to easily view your portfolio information, if you're a Legacy Wealth client.
This application helps users efficiently manage their job by providing an intuitive interface to organize branches, contacts, team members, clients, and insurance policies in one place. It offers various features such as appointment tracking, statistics, and reporting, allowing users to analyze sales performance and increase their sales.
Access top-tier wealth management services without multi-million-dollar minimums, paired with personalized financial guidance and exclusive experiences tailored to your goals and aspirations. Activate your private wealth team and start managing your investments with expert advice, while staying in control and navigating life's milestones with confidence.
This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.
This application provides clients with on-demand access to their investment portfolio information, allowing them to view their financial and investment data in one location. It offers a range of features, including document access, contact information for their financial team, and expert thought leadership, to help clients manage their wealth and reach their financial goals.
This client portal allows users to manage their wealth and access financial information in one place. It provides a secure and convenient way to stay on top of your financial situation and make informed decisions about your wealth.
This mobile application serves as a personal financial portal, providing instant access to investment accounts, portfolio overviews, and document management. With it, you can view account details, track your investments, and share documents with your financial team, all from the convenience of your device.
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!