This app provides clients with a comprehensive overview of their investment portfolios, including market value, total returns, and XIRR. It also facilitates direct communication with their Relationship Manager (RM) through calls, texts, and chats.





222+ iOS apps curated and reviewed
Every iPhone needs a few good iifl wealth lt apps. We benchmark 222+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 | Free | — | No | No | May 2026 | |
| 2 | Free | 4.5★ (2.5K) | No | No | Jul 2026 | |
| 3 | Free | 4.8★ (135K) | No | No | Jul 2026 | |
| 4 | $4.99 | 4.8★ (6.7K) | Yes | No | Jul 2026 | |
| 5 | Free | 4.8★ (30K) | No | Yes | Jul 2026 | |
| 6 | Free | 4.8★ (61K) | No | Yes | Jul 2026 | |
| 7 | Free | 4.3★ (508) | No | No | Jul 2026 | |
| 8 | Free | 4.6★ (177K) | Yes | No | Jul 2026 |





This app provides clients with a comprehensive overview of their investment portfolios, including market value, total returns, and XIRR. It also facilitates direct communication with their Relationship Manager (RM) through calls, texts, and chats.






Earn higher interest on your savings with no fees or subscriptions. Access your funds anytime without penalties. Start building wealth with a low initial deposit and enjoy daily interest payments.





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.


This app helps you cultivate a positive mindset towards wealth through guided practices and daily activities. It's inspired by a popular book and aims to transform your financial circumstances by changing how you think about money.


This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.


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 a user-friendly platform for online stock trading, mutual fund investments, and IPO participation. It offers tools for tracking live stock prices, in-depth research, and advanced trading features for both intraday and derivatives. Users can also explore global investing options and receive guidance for financial growth.


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.


Track expenses, income, and bills with integrated budgeting and account balance management. Features family sync for multiple devices and detailed reports with charts and graphs.


This app makes learning about personal finance engaging and accessible. It breaks down complex financial topics into easy-to-understand modules, helping users improve their money management skills and financial literacy.


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.


This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.


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.


Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.


Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.


Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.


Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.


Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.


Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.


Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.