Best Fiduciary Decisions Apps

208+ iOS apps curated and reviewed

4.7 avg rating
19 free apps
Updated May 2026

Every iPhone needs a few good fiduciary decisions apps. We benchmark 208+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Fiduciary Decisions

NetBenefits#2

NetBenefits by Fidelity Investments

Fidelity workplace benefits
Strong Contender
💰 Finance
4.6😞(29K ratings)
Free
#59in Finance
NetBenefits screenshot 1
NetBenefits screenshot 2
NetBenefits screenshot 3
NetBenefits screenshot 4
NetBenefits screenshot 5
NetBenefits screenshot 6

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

  • 👍 Easy to use
  • 🚀 Convenient mobile access
  • 🔒 Secure document upload
  • 💡 Helpful retirement planning tools

Room to Improve

  • 🐛 Buggy and glitchy
  • 🕸️ Feels like a mobile website, not a true app
  • 🤔 Confusing navigation and user experience

More Fiduciary Decisions apps to explore

4
EZ Financial Calculators
EZ Financial Calculators
EZ Financial Calculators
by Bishinew Incorporated
Free

Access a comprehensive suite of financial tools for personal and business use. Calculate loans, mortgages, investments, retirement savings, and more with ease. This app offers a wide range of specialized calculators for detailed financial analysis.

Finance and Investment CalculatorsLoan and Mortgage CalculatorsRetirement Planning Tools
💰 Finance
(46)
ad-supported
5
Ethos - Insurance & Wills
Ethos - Insurance & Wills
Ethos - Insurance & Wills
An Ethos Technologies company
Free

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

Instant life insurance decisionsNo medical exams requiredIntegrated Wills and Trusts
💰 Finance
(6.7K)
free with in-app purchases
6
LawStack: CFR,USC,Statutes,Law
LawStack: CFR,USC,Statutes,Law
LawStack: CFR,USC,Statutes,Law
Legal Code & Rules of Court
Free

Access and search federal and state legal codes, rules, and statutes offline. Download essential legal documents to your device and subscribe to pro modules for expanded content. Request new titles to be added.

Offline access to downloaded titlesFull-text searchBookmarks
🔍 Reference
(367)
free with in-app purchases
7
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
8
TaxCaddy
TaxCaddy
TaxCaddy
Simplify tax time
Free

This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.

Automatic document retrievalSecure document uploadElectronic document signing
💰 Finance
(8.6K)
free
9
Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
💰 Finance
(3.5K)
free with in-app purchases
10
BA Financial Calculator
BA Financial Calculator
BA Financial Calculator
BAII Plus Emulator
Free

Emulates the TI BAII Plus financial calculator, offering identical functionality with a clean and user-friendly interface. It's designed for finance professionals and students preparing for exams like CFA, FRM, and CPA.

TI BAII Plus emulatorIdentical functionalityUser-friendly interface
💰 Finance
(2.9K)
ad-supported
11
Canopy Client Portal
Canopy Client Portal
Canopy Client Portal
Secure client interactions
Free

Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.

Secure file sharingTask managementDirect messaging with accountant
💰 Finance
(23K)
free
12
Claim: Class Actions
Claim: Class Actions
Claim: Class Actions
The modern age Robin Hood
Free

This app helps you find and join class action settlements you're eligible for. It simplifies the process of submitting claims for compensation from companies that may have misled or harmed you. Get paid for settlements you might otherwise miss.

Find matching class action settlementsSubmit claim forms easilyCash out approved payouts
🔧 Utilities
(1.2K)
subscription
13
Fiduciary Trust International
Fiduciary Trust International
Fiduciary Trust International
Growing and Protecting Wealth
Free

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.

View account balances and holdingsMonitor recent activity and transactionsAccess account statements and tax documents
💰 Finance
(10)
free
14
Compounder
Compounder
Compounder
Interest Calculator
Free

Calculate the growth of savings and investments using compound interest. Explore how regular contributions and withdrawals impact your financial goals over time. Designed for anyone to understand and utilize the power of compounding for wealth building.

Calculate compound interestFlexible settingsFactor in periodic withdrawals
💰 Finance
(3.4K)
free
15
Clio for Clients
Clio for Clients
Clio for Clients
Stay connected to your lawyer.
Free

This app offers a secure portal for clients to communicate with their legal counsel. It allows for document sharing, private messaging, case updates, and invoice management, all within a protected client-attorney environment.

Secure document sendingPrivate messaging with lawyerCase information access
📊 Productivity
(12K)
free
16
Fido My Account
Fido My Account
Fido My Account
Track data usage & pay bills
Free

Manage your mobile account, track data usage, and pay bills with ease. This app allows you to customize your plan, manage SIM cards, and access support 24/7. It also offers exclusive banking offers and travel features.

Track data usage with Data Bytes™Set wireless alertsMake secure payments
🔧 Utilities
(1K)
free
17
Fiduciary Trust Account Access
Fiduciary Trust Account Access
Fiduciary Trust Account Access
by Fiduciary Trust
Free

Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.

View market valueCheck positionsReview recent transactions
💰 Finance
(3)
free
18
10bii Financial Calculator
10bii Financial Calculator
10bii Financial Calculator
Easy Financial Calculator
$7.99

This app offers a comprehensive financial calculator with over 105 functions for business, statistics, and general math. It simplifies complex calculations like loan payments, time value of money, and investment analysis with an intuitive interface and visual tools. Easy modes are available for users new to financial calculations.

Over 105 financial, business, and math functionsTime Value of Money (TVM) calculationsUneven Cashflow worksheets
💰 Finance
(663)
free with in-app purchases
19
PFAC Mobile App
PFAC Mobile App
PFAC Mobile App
by Professional Fiduciary Association of California
Free
💼 Business
(0)
20
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts
💰 Finance
(6.4K)
free with in-app purchases