250+ iOS apps curated and reviewed
The best fiduciary apps on iPhone average 4.8★ across 250+ titles — we've ranked them by what real users actually keep on their phones. Updated August 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 4.2★ (10) | No | No | May 2026 |
| 2 |  | Free | — | No | No | May 2026 |
| 3 |  | Free | — | No | No | Aug 2026 |
| 4 |  | Free | 5.0★ (3) | No | No | Jul 2026 |
| 5 |  | Free | — | No | No | May 2026 |
| 6 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 7 |  | Free | 5.0★ (2) | No | No | Jun 2026 |
| 8 |  | $12.99 | — | No | No | May 2026 |
Manage your wealth and investment accounts securely on the go. View balances, holdings, and recent transactions. Safely share documents with your financial team through a digital vault.
Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.
This app allows licensed users to track client meetings, preparation time, and travel hours for defined contribution plans. It integrates with benchmarking reports, providing a log of all work and meetings for each plan. Users can add notes and staff hours for comprehensive record-keeping.
Securely access your financial accounts, allocations, and documents. This app is exclusively for clients of KMG Fiduciary Partners, offering customized information and easy account management.
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.
