249+ iOS apps curated and reviewed
Every iPhone needs a few good fiduciary decisions apps. We benchmark 249+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 2 |  | Free | 5.0★ (2) | No | No | Jun 2026 |
| 3 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 4 |  | Free | 4.9★ (93) | Yes | No | Aug 2026 |
| 5 |  | Free | — | Yes | No | May 2026 |
| 6 |  | Free | 4.2★ (10) | No | No | Aug 2026 |
| 7 |  | Free | 5.0★ (3) | No | No | Jul 2026 |
| 8 |  | Free | 3.8★ (4) | No | Yes | Aug 2026 |
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 provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.
Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.
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 offers advanced financial independence, retire early (FIRE) planning with personalized projections, Monte Carlo simulations, and AI-driven tax optimization strategies. It helps users understand their financial future, optimize savings, and track progress towards their goals.
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.
This app provides a community, tools, and expert guidance to help users achieve financial freedom. It offers step-by-step plans, live coaching, and access to financial, legal, and tax experts to simplify money management and investment decisions.
This app allows law firm clients to securely access their case information, view billing details, and receive real-time updates on case progress. Clients can also rate their experience and refer the firm to others.
This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.
Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.
Easily create professional legal documents and understand complex contracts with AI assistance. Scan agreements for risks, get plain-English explanations, and draft custom documents in minutes, all from your phone.
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.
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.
Stay informed with comprehensive legal news and analysis covering lawsuits, regulations, legislation, and industry trends. Access expert insights and law firm profiles to maintain a competitive advantage in the legal field.