150+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our fiduciary financial advisors list covers 150+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.
Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.
This application helps you take control of your financial life with intelligent, personalized insights, connecting to your financial accounts securely to provide actionable advice and help you reach your goals faster. It offers features such as smart budgeting, goal-driven financial planning, and clear visual dashboards to help you make confident financial decisions.
This employee financial wellness application provides personalized financial guidance, tracking, and planning to help reduce financial stress and build confidence. It offers educational resources, a digital financial coach, budgeting and spending tools, investment guidance, and secure data protection to support individuals in achieving their financial goals.
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 helps advisors stay connected with clients by digitizing portfolio information and providing on-the-go access to client accounts, market insights, and research. By streamlining workflow and increasing efficiency, advisors can focus on providing value to clients and growing their business, download now to optimize your time.
This mobile app provides clients with a centralized portal to access and manage their financial information, connect with their financial advisor, and stay updated on market insights. With the app, clients can view performance reports, communicate with their advisor, and even invite family members to learn from trusted professionals.
This app allows users to easily track their financial portfolio, including account balances and investment holdings, and understand how market conditions impact their performance. It also enables users to connect with their financial advisor through multiple channels, providing a convenient way to stay on top of their finances anytime, anywhere.
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.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.
This financial wellness app helps users take control of their financial life with a personalized approach, offering a virtual financial coach, actionable steps, and expert guidance to achieve financial goals. By downloading the app, users can discover their financial wellness score, get tailored advice, and work towards a stress-free financial future.
Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.
This mobile application provides clients with secure and customizable access to their account data, including portfolio activity and balances, performance reporting, and personal vault storage, all from their handheld device. Existing clients of a registered investment advisor can request access to the app, which offers 128-bit encryption and safeguards client security and privacy, allowing them to stay connected 24/7 with their wealth manager and support team.
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 financial app provides a user-friendly platform for clients to stay updated on market trends and financial planning topics, with features such as newsfeed, direct messaging, and resource access. By using this app, clients can gain valuable insights, communicate with their team, and receive important alerts and updates to help them make informed financial decisions.
Elevate your business and finances with access to expert coaching, mindset strategies, and habits from over 28 years of experience. As a member, you'll get daily coaching videos, live sessions, mobile app content, and direct access to a seasoned coach to help you succeed.
Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!