153+ iOS apps curated and reviewed
Whether you're new to financial advisor software or looking for an upgrade, our curated collection of 153+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.
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 investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
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.
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.
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.
An exclusive event for top financial advisors to explore advanced strategies, leadership insights, and best practices. Connect with industry leaders and peers in Puerto Rico.
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.
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 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.
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.
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.
This app allows financial advisors to share timely content with clients and prospects from anywhere. It enables quick distribution of market insights, breaking news, and holiday-themed posts to selected audiences via email or social media, streamlining communication and establishing expertise.
This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.
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.
Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
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.
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 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.
Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.
Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.