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.





237+ iOS apps curated and reviewed
Every iPhone needs a few good iifl wealth lt apps. We benchmark 237+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.





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.






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.



Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.


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.


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.


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.


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 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.


Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.


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.


Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.


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.


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.


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 is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.


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.


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.


This app offers a comprehensive platform for learning and analyzing financial markets. It combines AI-powered tools for chart analysis with expert-led educational courses to help users trade smarter. Suitable for both beginners and experienced traders looking to improve their skills.


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.