Access your investment portfolio 24/7 with secure valuations, statements, and important documents. Communicate directly and share files with your Investment Manager through a protected messaging system.






250+ iOS apps curated and reviewed
Whether you're new to lgt wealth or looking for an upgrade, our curated collection of 250+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 | Free | — | No | No | May 2026 | |
| 2 | Free | — | No | No | May 2026 | |
| 3 | Free | — | No | No | May 2026 | |
| 4 | Free | — | No | No | Aug 2026 | |
| 5 | Free | 4.6★ (7K) | No | No | Aug 2026 | |
| 6 | Free | — | No | No | May 2026 | |
| 7 | Free | 5.0★ (1) | No | No | Jul 2026 | |
| 8 | Free | 4.7★ (326) | No | Yes | Aug 2026 |






Access your investment portfolio 24/7 with secure valuations, statements, and important documents. Communicate directly and share files with your Investment Manager through a protected messaging system.











Access your wealth management account and portfolio details securely on the go. This app is exclusively for existing LGT Crestone clients. Visit their website or email for more information.




This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.




Invest in mutual funds with digital financial advice and scientific portfolio allocation. This platform supports online trading for shares, equity, commodities, and SIPs.


This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.


This app provides clients with a comprehensive overview of their investment portfolios, including market value, total returns, and XIRR. It also facilitates direct communication with their Relationship Manager (RM) through calls, texts, and chats.


This finance app helps users grow their money through an augmented reality approach to wealth management. It offers tools to build personalized wealth strategies, monitor investments in real-time, and understand financial concepts through engaging videos.


This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.


This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.






Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.










Access detailed intelligence on Ultra High Net Worth Individuals globally through comprehensive dossiers. Search the database, view saved items, and request new dossiers for download. This app is exclusively for Wealth-X members.