179+ iOS apps curated and reviewed
If you already know EFE, this is the deeper bench. 179+ financial advisor networking app apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.
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 financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.
Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.
Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.
This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.
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.
Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
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.
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.
This app helps you create custom budgets, track expenses, and manage your money effectively. It aims to reveal hidden savings and empower you to pay off debt, build wealth, and achieve your financial goals.
This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.
This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.
Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.