186+ iOS apps curated and reviewed
Finding the right hbw advisory services llc apps can be overwhelming with so many options. We've analyzed 186+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 |
| 2 |  | Free | 4.8★ (63K) | No | No | Aug 2026 |
| 3 |  | Free | 4.6★ (7K) | No | No | Aug 2026 |
| 4 |  | Free | 4.7★ (19K) | No | No | Aug 2026 |
| 5 |  | Free | 4.8★ (928) | No | No | Jul 2026 |
| 6 |  | Free | 4.8★ (97K) | No | No | Aug 2026 |
| 7 |  | Free | 4.0★ (154) | No | No | Jun 2026 |
| 8 |  | Free | 4.7★ (8.3K) | Yes | No | Aug 2026 |
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.
Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.
This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
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.
This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.
Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.
Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.
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 platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
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.