Best Investor Services Apps

246+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated August 2026

From beginner-friendly picks to power-user tools, our investor services list covers 246+ iPhone apps updated through August 2026. Compare ratings, prices, and screenshots in one place.

Compare top Investor Services Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Visok Investor ServicesVisok Investor ServicesFree5.0★ (1)NoNoMay 2026
2Wealthscape Investor℠Wealthscape Investor℠Free4.7★ (19K)NoNoAug 2026
3SEI Connect - InvestorSEI Connect - InvestorFree4.1★ (30)NoNoAug 2026
4Plynk: Grow as an InvestorPlynk: Grow as an InvestorFree4.6★ (2.7K)NoNoAug 2026
5ADMIS NexusADMIS NexusFree5.0★ (7)NoNoJul 2026
6Investor Centre Hong KongInvestor Centre Hong KongFreeNoNoAug 2026
7solutions investor relationssolutions investor relationsFreeNoNoMay 2026
8Corporate InformationCorporate InformationFree5.0★ (1)YesYesMay 2026

Top Picks for Investor Services

4.7😞(19K ratings)
Free
Wealthscape Investor℠ screenshot 1
Wealthscape Investor℠ screenshot 2
Wealthscape Investor℠ screenshot 3
Wealthscape Investor℠ screenshot 4
Wealthscape Investor℠ screenshot 5
Wealthscape Investor℠ screenshot 6

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.

What We Love

  • 👍 Easy to use
  • 🚀 Smooth performance
  • 💰 Helpful for managing investments
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow loading times
  • 🔒 Unreliable security features

More Investor Services apps to explore

4
Plynk: Grow as an Investor
Plynk: Grow as an Investor
Plynk: Grow as an Investor
Invest in Stocks & Funds
Free

Learn and trade stocks, funds, and crypto with a simplified investing experience. Start with as little as $1 and benefit from commission-free trading on stocks and ETFs. Explore investment ideas, practice with simulated trading, and access educational resources.

Trade stocks, funds, and cryptoCommission-free on stocks & ETFsLearn investing basics
💰 Finance
(2.7K)
free with in-app purchases
5
ADMIS Nexus
ADMIS Nexus
ADMIS Nexus
ADMIS Information Portal
Free

This app provides exclusive access to real-time account information, reports, and market commentary for ADM Investor Services brokers and customers. It features a secure message center for encrypted communication and customizable dashboards for personalized data displays.

Real-time account informationAccess to reports and statementsMarket commentary
💰 Finance
(7)
free
6
Investor Centre Hong Kong
Investor Centre Hong Kong
Investor Centre Hong Kong
Shareholding, secure & simple
Free
💰 Finance
(0)
7
solutions investor relations
solutions investor relations
solutions investor relations
by ARABIAN COMPANY FOR INTERNET AND COMMUNICATION SERVICES
Free
💰 Finance
(0)
8
Corporate Information
Corporate Information
Corporate Information
Wright Investors' Service Inc
Free

Access detailed research reports on over 46,000 companies globally. This app provides proprietary analysis tools, including a quality rating system, for publicly traded companies worldwide. It's a comprehensive financial data source for investors.

Global company research reportsAnalysis of 46,000+ companies85 countries covered
💰 Finance
(1)
free with in-app purchases
9
Investor Portal (PEFO)
Investor Portal (PEFO)
Investor Portal (PEFO)
by Sumantra Tech Services Private Limited
Free
💼 Business
(0)
10
Intelligent Investor
Intelligent Investor
Intelligent Investor
by InvestSMART
Free

Access detailed ASX stock recommendations, research articles, and model portfolios. Stay updated with weekly reviews and special reports to inform your investment decisions.

ASX Stock Buy, Hold & Sell recommendationsDetailed research articlesModel Portfolios
💰 Finance
(0)
free
11
Trive Investor
Trive Investor
Trive Investor
by Trive Financial Services Malta Limited
Free
💰 Finance
(0)
12
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

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.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.8K)
free
13
EFG NetxInvestor
EFG NetxInvestor
EFG NetxInvestor
by EFG Capital Services, LLC
Free
💰 Finance
(0)
14
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

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.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free
15
RIISE: Stocks by Motilal Oswal
RIISE: Stocks by Motilal Oswal
RIISE: Stocks by Motilal Oswal
Demat, IPO, MF & Stock Market
Free

This app allows users to manage their investments and trades across various asset classes, including Indian and US stocks, mutual funds, and derivatives. It offers features like 1-click investments, expert recommendations, and real-time market data to facilitate informed trading decisions.

Demat account openingInvest in Indian and US stocksMutual fund investments
💰 Finance
(82)
free
16
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
AI Trades- Stocks, ETF, Crypto
Free

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.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(109K)
free
17
ADMIS Oak 3.0 Mobile
ADMIS Oak 3.0 Mobile
ADMIS Oak 3.0 Mobile
by ADM Investor Services, Inc.
Free

This trading system offers enhanced performance for order entry and risk management. It's built with modern architecture for a competitive and stable trading experience. Contact support to get started with the front-end platform.

Modern architecture and technologyImproved order entry performanceEnhanced risk management
💰 Finance
(2)
free
18
Investor360°
Investor360°
Investor360°
by Advisor360°, LLC
Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

Real-time holdings and balancesBalance and transaction historyDetailed position breakdown
💰 Finance
(110)
free
19
ADMIS Apex Mobile
ADMIS Apex Mobile
ADMIS Apex Mobile
by ADM Investor Services Inc
Free

This app provides professional traders with real-time streaming quotes, advanced order entry, news, and sophisticated charting tools. It offers comprehensive exchange coverage and customizable features for efficient market monitoring and trading.

Real-time streaming quotesAdvanced order entryWorld-class charting and analytics
💰 Finance
(2)
free
20
Apex - Investor Portal
Apex - Investor Portal
Apex - Investor Portal
Apex - Investor Portal
Free
💼 Business
(0)

FAQ about Investor Services

What are the best investor services apps for iPhone?
Visok Investor Services tops our investor services apps ranking as of August 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top investor services apps we rank are free to download, including Visok Investor Services and Wealthscape Investor℠.
Visok Investor Services has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 246+ investor services apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
Visok Investor Services allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a one-stop solution for managing your complete financial portfolio.
Yes, you can invest online directly in any mutual fund scheme or New Fund Offer through Visok Investor Services. The app provides transparency by tracking all your orders until the allotment of units.

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