Best Lafise Advisor Apps

205+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

If you already know LAFISE Advisor, this is the deeper bench. 205+ lafise advisor apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of July 2026.

Compare top Lafise Advisor Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1LAFISE AdvisorLAFISE AdvisorFreeNoMay 2026
2LAFISE - AdvisorLAFISE - AdvisorFreeNoNoMay 2026
3EFEEFEFree4.6★ (7.4K)YesNoJul 2026
4Edward JonesEdward JonesFree4.8★ (134K)NoNoJul 2026
5Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
6Aven Advisor: Credit Check AppAven Advisor: Credit Check AppFree4.6★ (3.8K)YesNoJul 2026
7American Heritage VideoAdvisorAmerican Heritage VideoAdvisorFree4.6★ (1.2K)NoNoJul 2026
8Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.2M)NoNoJul 2026

Top Picks for Lafise Advisor

EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.4K ratings)
FreeAds
EFE screenshot 1
EFE screenshot 2
EFE screenshot 3
EFE screenshot 4
EFE screenshot 5
EFE screenshot 6

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.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More Lafise Advisor apps to explore

4
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

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.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(134K)
free
5
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
6
Aven Advisor: Credit Check App
Aven Advisor: Credit Check App
Aven Advisor: Credit Check App
Financial Advisor
Free

This app helps you understand your financial health by checking your credit score, monitoring home equity, and tracking spending. It also provides personalized loan offers and opportunities to win prizes.

Credit score monitoringHome equity trackingSpending analysis
💰 Finance
(3.8K)
free with in-app purchases
7
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

Secure video chatDocument uploadContract review
💰 Finance
(1.2K)
free
8
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.2M)
free with in-app purchases
9
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
10
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Invest and trade US stocks
Free

Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.

Commission-free stock, ETF, and options tradingCrypto trading with low costsAdvanced charting and technical indicators
💰 Finance
(4.8M)
freemium
11
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
12
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
13
Albert: Budgeting and Banking
Albert: Budgeting and Banking
Albert: Budgeting and Banking
Organize. Budget. Save.
Free

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring
💰 Finance
(319K)
subscription
14
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
💰 Finance
(433)
free
15
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.

AI investing assistantInvestment search enginePersonalized investing plans
💰 Finance
(385)
free with in-app purchases
16
Ameriprise Advisor Deposit
Ameriprise Advisor Deposit
Ameriprise Advisor Deposit
by Ameriprise
Free

This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.

Client check depositsSecure login with Ameriprise credentialsFacilitates financial transactions
💰 Finance
(81)
free
17
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(3.6K)
free
18
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
19
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(110K)
free
20
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(37)
free

FAQ about Lafise Advisor

Are there free lafise advisor apps for iPhone?
Yes — 20 of the top lafise advisor apps we rank are free to download, including LAFISE Advisor and LAFISE - Advisor.
LAFISE Advisor has no in-app purchases, according to its App Store listing as of July 2026.
We track 205+ lafise advisor apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.

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