Best Ieq Capital Investment Portal Apps

220+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Looking for free ieq capital investment portal apps? 20 of our 220+ tracked titles are free to download โ€” no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Ieq Capital Investment Portal

EFE#2

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.3K ratings)
FreeAds
EFE screenshot 1
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EFE screenshot 5
EFE screenshot 6

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.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(17K ratings)
FreeAds
Wealthfront: Save and Invest screenshot 1
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Wealthfront: Save and Invest screenshot 3
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Wealthfront: Save and Invest screenshot 6

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

What We Love

  • ๐Ÿš€ Fantastic HYSA and Robo-Advisor
  • ๐Ÿ‘ Impressive money managing app
  • ๐Ÿ‘ Phenomenal app for people trying to reach financial goals
  • ๐Ÿ‘ Great Robo Investing App

Room to Improve

  • ๐Ÿšซ Not good for IRA and investing accounts
  • ๐Ÿšซ Great APY, Terrible Features and Compatability
  • ๐Ÿ› Alas...

More Ieq Capital Investment Portal apps to explore

4
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit
๐Ÿ’ฐ Finance
(37K)
free
5
Abyan Capital: Save and Invest
Abyan Capital: Save and Invest
Abyan Capital: Save and Invest
Shariah Investing and Saving
Free

Invest and save ethically with this Shariah-compliant platform. Open an account quickly, receive a personalized portfolio, and grow your wealth with automated features and transparent insights. Save smarter with daily returns and flexible withdrawal options.

Shariah-compliant investingPersonalized investment portfoliosAutomated recurring deposits
๐Ÿ’ฐ Finance
(1K)
freemium
6
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investingยฎ
Free

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.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
๐Ÿ’ฐ Finance
(3.6K)
free with in-app purchases
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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.

Dedicated advisory teamProfessional investment managementAutomated cash management
๐Ÿ’ฐ Finance
(7K)
freemium
8
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

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.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
๐Ÿ’ฐ Finance
(88K)
free
9
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
๐Ÿ’ฐ Finance
(18K)
free with in-app purchases
10
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
by National Financial Services LLC
Free

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.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
๐Ÿ’ฐ Finance
(19K)
free
11
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings
๐Ÿ’ฐ Finance
(7K)
free with in-app purchases
12
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

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.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
๐Ÿ’ฐ Finance
(10)
free
13
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts
๐Ÿ’ฐ Finance
(260)
free with in-app purchases
14
AdviceWorksยฎ
AdviceWorksยฎ
AdviceWorksยฎ
Client Access
Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
๐Ÿ’ฐ Finance
(121)
free
15
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
Yield, Cash, Crypto, Stocks
Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading
๐Ÿ’ฐ Finance
(356)
free with in-app purchases
16
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
๐Ÿ’ฐ Finance
(1.6K)
free with in-app purchases
17
Basic Capital
Basic Capital
Basic Capital
The mortgage for retirement
Free

This app provides tools to increase your investment capital for retirement planning. It allows for IRA contributions with financing options, investment in diversified ETFs, and recurring contributions. Connect directly from your paycheck for seamless investing.

Backdoor Roth IRA conversion5x investing power with financingInvest in diversified ETFs
๐Ÿ’ฐ Finance
(11)
free
18
Fundify: Startup Investing
Fundify: Startup Investing
Fundify: Startup Investing
Expert portfolios, automated
Free

Invest in early-stage startups automatically with no minimums or accreditation requirements. Build a diversified portfolio curated by expert advisors, making startup investing simple and accessible for everyone. The app handles deal selection and portfolio management for long-term growth.

Automatic investing and portfolio managementBuilt-in portfolio diversificationNo investment minimums
๐Ÿ’ฐ Finance
(45)
free
19
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
๐Ÿ’ฐ Finance
(22)
free
20
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments
๐Ÿ’ฐ Finance
(89)
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