215+ iOS apps curated and reviewed
If you already know Loft Advisors, this is the deeper bench. 215+ loft advisors apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.
Manage all your financial accounts in one place. Track transactions, set alerts, make payments, and deposit checks with ease. Secure your finances with advanced login options.
Discover your perfect home and neighborhood with detailed local insights. Explore 30 neighborhood overlays, read millions of reviews, and browse over 1 million real-time listings. Customize your search with advanced filters and alerts to stay ahead of the market.
Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.
This platform streamlines property management for landlords and renters. It automates rent payments, applications, and maintenance requests, offering features like background checks and credit score boosting.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
Manage all aspects of property rentals, from listings and applications to rent collection and maintenance requests. This system connects landlords, tenants, and service providers for seamless communication and financial tracking.
This all-in-one real estate platform streamlines Section 8 investing. It offers tools for finding deals, managing properties, accessing lenders, and connecting with a large investor community.
Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.
Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.
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.
Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.
Access your retirement savings account 24/7 from anywhere. View account balances, investment allocations, loan details, and transaction history. Manage personal information and track contributions and earnings.
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.
Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.
This app offers integrated banking and bookkeeping specifically for real estate investors. It automates financial tasks like rent collection and expense tracking, providing insights for smarter investment decisions.
This app allows users to book furnished office spaces, including desks, single offices, and multi-room suites. It provides access to amenities like high-speed internet, printing, and cafés. Users can also connect with their community, book meeting rooms, and manage invoices directly through the application.
Access your wealth management client portal on the go. View household and account information in a clear, easy-to-understand format. Requires authorization as a Crestwood Advisors client.
Connect with your financial advisor and manage your accounts seamlessly. View investments, store documents securely, and access market insights. Stay informed with the latest news and videos.
Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.