217+ iOS apps curated and reviewed
Finding the right jnba financial advisors apps can be overwhelming with so many options. We've analyzed 217+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 |
| 2 |  | Free | 4.9★ (37K) | No | No | Jul 2026 |
| 3 |  | Free | 4.7★ (10K) | Yes | No | Jul 2026 |
| 4 |  | Free | 4.8★ (97K) | No | No | Jul 2026 |
| 5 |  | Free | 4.6★ (7.4K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.8★ (124K) | Yes | No | Jul 2026 |
| 7 |  | Free | 4.8★ (11K) | Yes | No | Jul 2026 |
| 8 |  | Free | 4.3★ (118) | Yes | No | Jun 2026 |
Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
Manage your money conveniently and securely from your mobile device with 24/7 access. Perform transactions, pay bills, deposit checks, and track your spending with helpful organizational tools and security features.
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.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.
This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.
Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.
Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.
Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.
Manage your bank accounts, deposit checks, transfer funds, and pay bills conveniently from your mobile device. Access financial education, manage your debit card, and securely chat with support.
Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.
This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.
Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.
This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.
This platform offers a comprehensive suite of tools for saving, investing, and managing your finances. It provides various savings options, from automated plans to goal-oriented saving, and allows secure investment in diverse assets with competitive returns. The service prioritizes security and transparency, with a proven track record and regulatory compliance.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
This digital banking app offers a comprehensive suite of financial management tools. Easily manage accounts, transfer money, pay bills, and explore savings and loan options. Enjoy a secure and user-friendly experience with 24/7 support.