Best Investment Management Software Apps

208+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

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.

Top Picks for Investment Management Software

Autopilot: Automated Investing#1

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Editor's Choice
πŸ’° Finance
4.6😐(16K ratings)
FreeAds
#53in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

What We Love

  • πŸš€ Easy to use
  • πŸš€ Automated trading
  • πŸš€ Follows successful investors
  • πŸ‘ Potential for good returns

Room to Improve

  • πŸ› Connectivity issues
  • πŸ› Bugs and glitches
  • πŸ’° High subscription fees
Snowball Analytics: Stocks#2

Snowball Analytics: Stocks by Snowball Analytics

Portfolio & Dividend Tracker
Strong Contender
πŸ’° Finance
4.8😊(2.1K ratings)
FreeAdsIn-App Purchases
#62in Finance
Snowball Analytics: Stocks screenshot 1
Snowball Analytics: Stocks screenshot 2
Snowball Analytics: Stocks screenshot 3
Snowball Analytics: Stocks screenshot 4
Snowball Analytics: Stocks screenshot 5

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

What We Love

  • πŸš€ Efficient portfolio tracking
  • πŸ‘ Intuitive and user-friendly
  • πŸ’‘ Detailed analytics and forecasting
  • πŸ” Comprehensive dividend tracking

Room to Improve

  • πŸ› Connectivity issues with some brokers
  • πŸ•°οΈ Delayed data updates
  • πŸ’° Subscription fees may be high for some
Alinea: Automated Investing#3

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights
Worth Considering
πŸ’° Finance
4.8😊(85K ratings)
Free
#34in Finance
Alinea: Automated Investing screenshot 1
Alinea: Automated Investing screenshot 2
Alinea: Automated Investing screenshot 3
Alinea: Automated Investing screenshot 4
Alinea: Automated Investing screenshot 5
Alinea: Automated Investing screenshot 6

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

What We Love

  • πŸš€ Easy to use
  • πŸ‘ User-friendly interface
  • πŸ’‘ Innovative investing features
  • πŸš€ Streamlined investing process

Room to Improve

  • πŸ› Subscription charges without consent
  • πŸ› Difficulty cancelling subscriptions
  • πŸ› Slow customer support response times

More Investment Management Software apps to explore

4
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

πŸ’° Finance
(177K)
5
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

πŸ’° Finance
(60K)
6
Finelo: Master Trading
Finelo: Master Trading
Finelo: Master Trading
Become an expert in trading
Free

Transform your investing skills with Finelo, the ultimate platform for learning about trading and investing through interactive courses and a real-world market simulator. Whether you're a beginner or an experienced trader, Finelo has everything you need to enhance your investment knowledge. Start your journey to becoming an expert today!

πŸ“š Education
(98K)
7
Insights App Global Investment
Insights App Global Investment
Insights App Global Investment
Invest in Global Markets
Free

This investment platform utilizes AI and Machine Learning to provide financial advisors with a suite of products, enabling them to better serve their customers in global markets. Discover how to invest in global markets with cutting-edge technology.

πŸ’° Finance
(18)
8
Wealthscape Investorβ„ 
Wealthscape Investorβ„ 
Wealthscape Investorβ„ 
by National Financial Services LLC
Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

πŸ’° Finance
(19K)
9
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

πŸ’° Finance
(109K)
10
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

πŸ’° Finance
(220)
11
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Robinhood: Trading & Investing
BTC, Crypto, Stocks & Options.
Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

πŸ’° Finance
(4.8M)
12
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.

πŸ’° Finance
(22)
13
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

πŸ’Ό Business
(1.5K)
14
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
Now AI Powered
Free

Discover a new way to manage your investments with a cutting-edge tool. Monitor investment performance, receive notifications for upcoming investments, and seamlessly track orders in real-time. Start optimizing your investment journey today.

πŸ’° Finance
(31K)
15
Black Star - A better way.
Black Star - A better way.
Black Star - A better way.
A better way to invest
Free
πŸ’° Finance
(24)
16
Wealthscapeβ„ 
Wealthscapeβ„ 
Wealthscapeβ„ 
by National Financial Services LLC
Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscapeβ„  mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

πŸ’° Finance
(2.6K)
17
Trading Game - Stock Simulator
Trading Game - Stock Simulator
Trading Game - Stock Simulator
Market Invest, Learn Day Trade
Free

Experience the excitement of trading stocks in real-time with this interactive application. Buy, sell, and trade virtual stocks to test your investment skills and compete with friends. Download now to start your trading adventure!

πŸ’° Finance
(4K)
18
Investment HQ
Investment HQ
Investment HQ
by Advisors Excel, LLC
Free

This technology platform offers a mobile app that allows advisors and clients to easily access and manage client accounts, view portfolio values and performance reports, and stay connected with their advisors. With this app, users can streamline their investment management and stay on top of their financial information.

πŸ’° Finance
(3)
19
Primerica Shareholder Services
Primerica Shareholder Services
Primerica Shareholder Services
by The Bank of New York Mellon Corporation
Free

Access mutual fund investments, view balances, conduct transactions, and track history easily with our app. Start achieving your financial goals with Primerica's tailored investment solutions.

πŸ’° Finance
(38)
20
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

πŸ’° Finance
(90)