247+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our fiduciary financial advisors list covers 247+ iPhone apps updated through August 2026. Compare ratings, prices, and screenshots in one place.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 |
| 2 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 3 |  | Free | 5.0★ (2) | No | No | Jun 2026 |
| 4 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 5 |  | Free | 4.0★ (4) | No | No | Jun 2026 |
| 6 |  | Free | 4.6★ (39) | No | No | Aug 2026 |
| 7 |  | Free | 5.0★ (3) | No | No | Jul 2026 |
| 8 |  | Free | — | No | No | May 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.
This app provides authorized clients with a streamlined way to view their investment portfolio data. Access is granted only to existing clients who have been authorized by their primary contact.
Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.
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 connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.
This app offers affordable, independent fiduciary investment advice for account-level decisions. It manages stock portfolios based on your set guidelines, optimizing performance and risk. Link your existing brokerage accounts for seamless management.
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.
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.
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.
Manage your complete financial picture with an intuitive dashboard, interactive reports, and secure document storage. This app offers budgeting tools and a central place to communicate with your financial advisor.
This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.
This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.
Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.
