208+ iOS apps curated and reviewed
Out of 208+ jefferies wealth management 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.
A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.
Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.
Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!
Experience effortless investing tailored to your goals with our app. Craft the perfect portfolio, benefit from automatic investing, and let our expert team guide your financial journey. Start investing today!
Experience the world's best mobile app for wealth management, offering an intuitive banking experience with intelligent wealth tools. Seamlessly invest, plan, and bank without switching between apps, access funds insights, trade equities globally, and manage your finances with ease. Start your journey to sustainable and rewarding banking today.
This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.
Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.
Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!
This app helps you grow your wealth with multiple investment options and expert insights, allowing you to manage all your investments in one place. Download the app to access real-time account updates, diversify your investments, and enjoy a smooth user experience.
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.
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.
This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.
This financial planning application helps international and cross-border investors manage their wealth by providing real-time insights into their net worth, tracking multiple assets, and offering advanced features such as multi-currency aggregation and live crypto tracking. By using this app, users can streamline their global finances and work towards achieving financial independence through efficient and transparent financial planning.
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.
Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.
Access top-tier wealth management services without multi-million-dollar minimums, paired with personalized financial guidance and exclusive experiences tailored to your goals and aspirations. Activate your private wealth team and start managing your investments with expert advice, while staying in control and navigating life's milestones with confidence.