219+ iOS apps curated and reviewed
The best fiduciary apps on iPhone average 4.2★ across 219+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.
This wealth management application allows users to manage their accounts, view account information, and securely share files with their team. With features like multi-factor authentication and digital vault, users can access their wealth planning, investment management, and trust services on-the-go and stay on top of their financial portfolio.
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 mobile application provides authorized users with secure access to their accounts, allocations, documents, and customized information. To access the application, you must be a client and can request exclusive access by contacting the team.
This finance app helps you track your assets and liabilities, and make informed financial decisions with AI-powered tools and features. Download it today to master your portfolio and net worth, and take control of your financial journey with customizable tracking, real-time market data, and robust security.
Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.
"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."
Manage your Advantage Law program on-the-go with our app by adding payments, checking creditor account statuses, and accepting settlement terms. Access live chat support and a resource library for quick debt-freedom assistance.
Stay connected to your estate plan on the go with this modern app, which allows you to securely access and manage your will, trust, and other key documents, and receive reminders and insights to keep your plan up-to-date. Download the app and take control of your legacy with confidence.
NotaryGadget is an all-in-one app for notary signing agents, streamlining tasks like sending invoices, tracking payments, managing mileage, scheduling appointments, and handling taxes. With features like automatic order imports, invoice sending, and expense tracking, it simplifies notarial work for efficiency and tax savings. Experience seamless organization and enhanced productivity today!
This application provides users with secure access to their retirement accounts, offering specialized wealth management and trust administration services. It enables clients to manage and sustain their wealth across generations with the help of a privately held trust bank.
Access your retirement accounts anytime with BenefitsForYou app! Monitor 401k, retirement savings plans, track income goals, view balances, investment performance, and more. Plan your retirement with ease - download now!
