Best Finance App For Consultants

0+ iOS apps curated and reviewed

4.0 avg rating
20 free apps
Updated June 2026

The best finance app for consultants on iPhone average 4.0★ across 0+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.

Compare top Finance App For Consultants (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Profit AI - Trading AssistantProfit AI - Trading AssistantFree4.7★ (2.7K)YesYesAug 2026
2Edward JonesEdward JonesFree4.8★ (136K)NoNoAug 2026
3TMT FinanceTMT FinanceFreeNoNoMay 2026
4Innovative Benefit ConsultantsInnovative Benefit ConsultantsFree4.4★ (34)NoNoJul 2026
5PlanLinkPlanLinkFree4.8★ (105)NoNoJul 2026
6Consultadd Time TrackConsultadd Time TrackFree5.0★ (10)NoNoAug 2026
7CoinMeta-Blockchain LIVE NewsCoinMeta-Blockchain LIVE NewsFree4.8★ (194)NoNoAug 2026
8SHREETISAI MOBILE APPSHREETISAI MOBILE APPFreeNoNoAug 2026

Top Picks for Finance App For Consultants

Profit AI - Trading Assistant#1

Profit AI - Trading Assistant by Valenyr Information Technology Consultants FZCO

Stock & Crypto Chart Analysis
Editor's Choice
💰 Finance
4.7😞(2.7K ratings)
FreeAdsIn-App Purchases
#42in Finance
Profit AI - Trading Assistant screenshot 1
Profit AI - Trading Assistant screenshot 2
Profit AI - Trading Assistant screenshot 3
Profit AI - Trading Assistant screenshot 4
Profit AI - Trading Assistant screenshot 5
Profit AI - Trading Assistant screenshot 6

Analyze trading charts instantly with AI to identify trends, patterns, and potential trade setups. Get actionable insights, build custom strategies, and improve your trading skills with a comprehensive learning academy.

What We Love

  • 🙌 Accurate predictions
  • 📊 Easy-to-use charts
  • 💰 Helped make profitable trades

Room to Improve

  • 🤔 Misleading information
  • 💸 Costly subscription
  • 🤖 Unreliable AI analysis
Edward Jones#2

Edward Jones by Edward Jones

Track your goals on-the-go
Strong Contender
💰 Finance
4.8😊(136K ratings)
Free
Edward Jones screenshot 1
Edward Jones screenshot 2
Edward Jones screenshot 3
Edward Jones screenshot 4
Edward Jones screenshot 5

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

  • 🚀 Efficient and streamlined app
  • 👍 Intuitive and user-friendly design
  • 🔒 Secure communication with advisors
  • 💡 Ability to integrate external accounts

Room to Improve

  • 🐛 Frequent login and Face ID issues
  • 🔍 Lack of advanced features and customization
  • 🔍 Cluttered and overwhelming UI

More Finance App For Consultants apps to explore

4
Innovative Benefit Consultants
Innovative Benefit Consultants
Innovative Benefit Consultants
by Innovative Benefit Consultants
Free

Manage your HSA, HRA, and FSA health benefit accounts with ease. Quickly check balances, view claims, and submit receipts securely on the go. This app offers real-time access to your important account information, saving you time and hassle.

Check account balances 24/7View account summary chartsSubmit claims with receipt photos
💪 Health & Fitness
(34)
free
5
PlanLink
PlanLink
PlanLink
by Spectrum Pension Consultants, Inc.
Free

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

Retirement plan enrollmentInvestment portfolio managementContribution changes
💰 Finance
(105)
free
6
Consultadd Time Track
Consultadd Time Track
Consultadd Time Track
Timesheet App for Consultants.
Free

This business application allows employees to submit weekly timesheets efficiently. It features dynamic alert notifications to ensure timely submissions and maintains a historical record of all submitted timesheets.

Weekly timesheet submissionDynamic alert notificationsTimesheet history
💼 Business
(10)
free
7
CoinMeta-Blockchain LIVE News
CoinMeta-Blockchain LIVE News
CoinMeta-Blockchain LIVE News
5M+ Web3 Use BTC Tool
Free

Access comprehensive Web3 data, real-time crypto prices, and market insights. Track your portfolio, view news, and engage in community discussions. An essential tool for navigating the cryptocurrency ecosystem.

Real-time cryptocurrency quotes and market capitalizationDetailed portfolio tracking and asset valuationNews and video content aggregation
💰 Finance
(194)
free
8
SHREETISAI MOBILE APP
SHREETISAI MOBILE APP
SHREETISAI MOBILE APP
by SHREE TISAI CONSULTANT PRIVATE LIMITED
Free
💰 Finance
(0)
9
Globelink Travel Insurance
Globelink Travel Insurance
Globelink Travel Insurance
Travel Insurance for UK and EU
Free

Manage your travel insurance policies, access coverage details, and process claims effortlessly. Get instant access to policy information and emergency assistance, ensuring peace of mind on your journeys.

Instant policy accessEffortless claims processingEmergency assistance
✈️ Travel
(1)
free
10
ArivuPro
ArivuPro
ArivuPro
Prepare for Finance Exam
Free
📚 Education
(0)
11
Wealth for IC
Wealth for IC
Wealth for IC
by Settrade.Com Co., Ltd.
Free
💰 Finance
(0)
12
Empirical: Business Finances
Empirical: Business Finances
Empirical: Business Finances
Bookkeeping With Guidance
Free

Automate your expense tracking and maximize tax deductions. This app connects to your bank, identifies potential write-offs, and organizes expenses for easy tax filing. Perfect for freelancers and small business owners seeking a simpler way to manage finances.

Automated expense trackingBank account connection via PlaidPersonalized deduction system
💰 Finance
(30)
free with in-app purchases
13
北美购房网
北美购房网
北美购房网
by 纳瑞财富
Free
🌟 Lifestyle
(5)
14
Quota Maker
Quota Maker
Quota Maker
by KappaEast Management Consultants, LLC
Free

This app helps sales professionals quantify their sales funnel to predict future quota attainment. It focuses on key leading indicators, moving beyond traditional CRM reports to build a sustainable sales engine.

Quantify sales funnel healthPredict future quota attainmentIdentify key leading indicators
💼 Business
(4)
free
15
FundFastOnline Mobile
FundFastOnline Mobile
FundFastOnline Mobile
Contractor Financing App
Free

This app allows contractors to apply for home improvement financing directly from their work sites. It streamlines the application process with features like ID scanning, quick decisions, and electronic signatures.

Apply for financing on-siteScan IDs easilySubmit applications quickly
💰 Finance
(1)
free
16
BizExpenseLite
BizExpenseLite
BizExpenseLite
by Anishu, Inc.
Free

Track and report business expenses with this app. It allows you to categorize expenses, attach receipt photos, and generate reports via email or export. Features include mileage tracking, currency conversion, and data backup.

Expense categorizationReceipt photo attachmentExpense report generation
💰 Finance
(1)
free
17
Timesheet IO - Time Tracker
Timesheet IO - Time Tracker
Timesheet IO - Time Tracker
Billable hours & timesheets
Free

Effortlessly track your work hours, projects, and breaks with this intuitive time tracking application. Generate detailed reports, manage billable hours, and simplify invoicing. Offers smart reminders and export options to enhance productivity and financial organization.

One-tap time trackingTimesheets for projects and tasksTrack billable hours and breaks
📊 Productivity
(94)
freemium
18
Alliance Plan!
Alliance Plan!
Alliance Plan!
Retirement Plan Services
Free

Access your retirement account details on the go. View your current balance, investment performance, and contribution history. Review past transactions and track your financial progress.

Account balance and investmentsYear-to-date contributionsRate of return tracking
💰 Finance
(4)
free
19
Horizon Financial Consultants
Horizon Financial Consultants
Horizon Financial Consultants
by Horizon Financial consultants Private Limited
Free
💰 Finance
(0)
20
AI Finance: Money Advisor
AI Finance: Money Advisor
AI Finance: Money Advisor
Smart Budget- Wealth Assistant
Free

This AI-powered assistant helps you manage your money, optimize your budget, and achieve financial goals. Get personalized recommendations for saving, investing, and debt reduction with real-time insights and alerts.

Intelligent budget analysisReal-time spending insightsPersonalized savings recommendations
🌟 Lifestyle
(1)
freemium

FAQ about Finance App For Consultants

What is the best finance app for consultants for iPhone?
Profit AI - Trading Assistant tops our finance app for consultants ranking as of June 2026, with a 4.7-star average from 2.7K App Store ratings, and it's free to download.
Yes — 20 of the top finance app for consultants we rank are free to download, including Profit AI - Trading Assistant and Edward Jones.
Profit AI - Trading Assistant shows ads and offers in-app purchases, according to its App Store listing as of June 2026.
Profit AI is a trading assistant that uses artificial intelligence to analyze stock and cryptocurrency charts. It helps users identify market trends, recognize key patterns, and discover potential trade setups, providing actionable insights for smarter trading decisions.
Key features include AI-powered chart analysis, automated trade journaling (compatible with MetaTrader 5), a custom strategy builder, strategy-aware AI insights, an interactive chat assistant for explanations, a trading skills academy, and the option to include news analysis for context.