Best Investment Planner Apps

250+ iOS apps curated and reviewed

4.8 avg rating
20 free apps
Updated September 2026

Every iPhone needs a few good investment planner apps. We benchmark 250+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Investment Planner Apps (September 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Empower ®Empower ®Free4.8★ (412K)NoNoSep 2026
2Edward JonesEdward JonesFree4.8★ (141K)NoNoSep 2026
3Enrich: Portfolio TrackerEnrich: Portfolio TrackerFree5.0★ (7)NoYesSep 2026
4Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.3M)NoNoSep 2026
5Tortoise Investment ManagementTortoise Investment ManagementFreeNoNoJul 2026
6Polaris Investment AdvisorsPolaris Investment AdvisorsFreeNoNoMay 2026
7Integrated InvestmentIntegrated InvestmentFreeNoNoMay 2026
8Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (21K)YesNoSep 2026

Top Picks for Investment Planner

Empower ®#1

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire
Editor's Choice
💰 Finance
4.8😞(412K ratings)
Free
#49in Finance
Empower ® screenshot 1
Empower ® screenshot 2
Empower ® screenshot 3
Empower ® screenshot 4
Empower ® screenshot 5
Empower ® screenshot 6

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.

What We Love

  • 👍 Good product overall
  • 🚀 Sleek design and robust performance
  • 🔒 Excellent customer service and support

Room to Improve

  • 🐛 Buggy and unreliable app
  • ⏱️ Slow loading times
  • 🤔 Missing key features and functionality
  • 🤯 Confusing and unintuitive navigation
  • 💻 Forced to use app instead of website
  • 🇨🇦 Not compatible with Canadian users
Edward Jones#2

Edward Jones by Edward Jones

Track your goals on-the-go
Strong Contender
💰 Finance
4.8😊(141K ratings)
Free
Edward Jones screenshot 1
Edward Jones screenshot 2
Edward Jones screenshot 3
Edward Jones screenshot 4
Edward Jones screenshot 5

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.

What We Love

  • 🚀 Efficient and streamlined app
  • 👍 Intuitive and user-friendly design
  • 🔒 Secure communication with advisors
  • 💡 Ability to integrate external accounts
  • 👍 Helpful for retirement planning and goal tracking

Room to Improve

  • 🐛 Frequent login and Face ID issues
  • 🔍 Lack of advanced features and customization
  • 🔍 Cluttered and overwhelming UI
  • 🔍 Missing key information and data visualizations

More Investment Planner apps to explore

FAQ about Investment Planner

What are the best investment planner apps for iPhone?
Empower ® tops our investment planner apps ranking as of September 2026, with a 4.8-star average from 412K App Store ratings, and it's free to download.
Yes — 20 of the top investment planner apps we rank are free to download, including Empower ® and Edward Jones.
Empower ® has no ads and has no in-app purchases, according to its App Store listing as of September 2026.
We track 250+ investment planner apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.
The Empower app provides a consolidated view of all your financial accounts, helping you track your net worth, manage budgets, and plan for financial goals like retirement. It offers tools to simulate financial scenarios and provides access to professional investment advice.
Key features include seeing all your accounts in one place, planning for retirement, setting and tracking budgets, tackling debt, building an emergency fund, and simulating financial scenarios like recessions. It also offers data security through biometric and multi-factor authentication.

Related searches