208+ iOS apps curated and reviewed
Out of 208+ investment management software apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 4.6★ (19K) | Yes | No | Jul 2026 |
| 2 |  | Free | 4.8★ (2.1K) | Yes | Yes | Jul 2026 |
| 3 |  | Free | 4.8★ (97K) | No | No | Jul 2026 |
| 4 |  | Free | 4.6★ (177K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.8★ (61K) | Yes | Yes | Jul 2026 |
| 6 |  | Free | 4.6★ (99K) | Yes | Yes | Jul 2026 |
| 7 |  | Free | 4.8★ (18) | No | No | May 2026 |
| 8 |  | Free | 4.7★ (19K) | No | No | Jul 2026 |
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.
Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.
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 investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
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 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 platform leverages AI and machine learning to offer financial advisors tools for enhanced client service. It provides a suite of products designed to optimize investment strategies and client management.
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 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.
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.
Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.
Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
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.
This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.
This investment platform offers automated portfolio management and diverse asset classes for both new and experienced investors. Gain full control and transparency over your financial assets with a user-friendly interface.
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.
Learn to day trade and invest risk-free with a comprehensive stock market simulator. Access over 150 lessons, practice with live market data, and compete in trading battles. Develop discipline and master financial markets without financial risk.
This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.
Manage your mutual fund investments with ease. View balances, complete transactions, and track your financial history. Offers solutions for investors at all life stages to help achieve financial goals.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.