Best Fiduciary Decisions Apps

212+ iOS apps curated and reviewed

4.6 avg rating
19 free apps
Updated July 2026

Every iPhone needs a few good fiduciary decisions apps. We benchmark 212+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Fiduciary Decisions Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Fiduciary DecisionsFiduciary DecisionsFree5.0★ (1)NoNoMay 2026
2Settlemate: Claim SavingsSettlemate: Claim SavingsFree4.8★ (72K)YesYesJul 2026
3Rocket Lawyer Legal & Law HelpRocket Lawyer Legal & Law HelpFree4.9★ (16K)YesYesJul 2026
4EFEEFEFree4.6★ (7.4K)YesNoJul 2026
5OptionStrat: Options ToolkitOptionStrat: Options ToolkitFree4.8★ (1.9K)NoYesJul 2026
6Keeper: Tax Filing & ExpensesKeeper: Tax Filing & ExpensesFree4.8★ (13K)YesNoJul 2026
7Ethos - Insurance & WillsEthos - Insurance & WillsFree4.6★ (6.7K)NoNoJul 2026
8Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoJul 2026

Top Picks for Fiduciary Decisions

Fiduciary Decisions#1

Fiduciary Decisions by Fiduciary Benchmarks

Get credit for your work
Editor's Choice
💰 Finance
5.0(1 ratings)
Free
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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.

Settlemate: Claim Savings#2

Settlemate: Claim Savings by Settlemate Inc

settlements, savings, and more
Strong Contender
💰 Finance
4.8😐(72K ratings)
FreeAdsIn-App Purchases
#13in Finance
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Discover unclaimed money from class action settlements. Easily check your eligibility, file claims without a lawyer, and track your payouts. Get alerts for new opportunities to claim what's rightfully yours.

What We Love

  • 🚀 Easy to use
  • 👍 Great user interface
  • 💰 Found eligible settlements
  • 💰 Got money from claims

Room to Improve

  • 🐛 UI issues
  • 💰 Can't use without paying
  • 💰 Potential settlements disappear
Rocket Lawyer Legal & Law Help#3

Rocket Lawyer Legal & Law Help by Rocket Lawyer Incorporated

Law Advice, Document Templates
Worth Considering
📊 Productivity
4.9😊(16K ratings)
FreeAdsIn-App Purchases
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Access affordable legal services, create customized legal documents, and get advice from legal professionals. This app helps individuals and businesses protect their futures with easy-to-use tools and expert support.

What We Love

  • 👍 Easy to use
  • 🚀 Convenient for on-the-go legal needs
  • 💡 Helpful for small businesses
  • 🚀 Streamlined contract creation and signing

Room to Improve

  • 🐛 Buggy app performance
  • 🔒 Concerns about billing and cancellation issues
  • 👎 Unhelpful or slow response from support

More Fiduciary Decisions apps to explore

4
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
5
OptionStrat: Options Toolkit
OptionStrat: Options Toolkit
OptionStrat: Options Toolkit
Calculator | Optimizer | Flow
Free

Visualize and analyze options trades with a profit calculator and strategy builder. Discover institutional trades with real-time unusual options flow. Optimize strategies for maximum returns or profit chance.

Options profit calculatorStrategy visualizerStrategy optimizer
💰 Finance
(1.9K)
free with in-app purchases
6
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Powered by AI
Free

This app simplifies complex tax filing for freelancers, self-employed individuals, and small business owners. It uses AI and human accountants to optimize returns, identify deductions, and ensure accuracy. File your taxes confidently from your phone or computer with expert review and audit protection.

AI-powered deduction identificationHuman accountant review and sign-offExpense tracking via bank connection
💰 Finance
(13K)
free with in-app purchases
7
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
8
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
9
KMG Fiduciary Partners
KMG Fiduciary Partners
KMG Fiduciary Partners
by KMG Fiduciary Partners, LLC
Free

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.

Secure account accessView financial allocationsAccess important documents
💰 Finance
(2)
free
10
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
11
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
(3.7K)
free with in-app purchases
12
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
13
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
14
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
15
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
16
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
17
Fiduciary Trust Account Access
Fiduciary Trust Account Access
Fiduciary Trust Account Access
by Fiduciary Trust Company
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
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
💰 Finance
(43)
free
19
FlyFin - 1099 Taxes
FlyFin - 1099 Taxes
FlyFin - 1099 Taxes
File Taxes. Track Write-Offs.
Free

This app uses AI and CPAs to automate tax filing for freelancers and self-employed individuals. It identifies deductions, prepares returns, and offers unlimited tax support, aiming to save users time and money.

AI-powered tax deduction identificationAutomated tax return preparationDedicated CPA tax filing
💰 Finance
(512)
free with in-app purchases
20
10bii Financial Calculator
10bii Financial Calculator
10bii Financial Calculator
Easy Financial Calculator
$5.99
$7.99 | 25% OFF

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

FAQ about Fiduciary Decisions

What are the best fiduciary decisions apps for iPhone?
Fiduciary Decisions tops our fiduciary decisions apps ranking as of July 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 19 of the top fiduciary decisions apps we rank are free to download, including Fiduciary Decisions and Settlemate: Claim Savings.
Fiduciary Decisions has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 212+ fiduciary decisions apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
Fiduciary Decisions & Insights (FDi) provides independent benchmarking services for the Defined Contribution space. The Meeting and Hours Tracker app is a mobile extension of their website's functionality.
Fiduciary Decisions is available on iPhone, iPad, and iPod devices. It requires Wi-Fi or cellular data to operate and does not support offline access.