218+ iOS apps curated and reviewed
With an average user rating of 4.3★, the models portfolio manager category is one of the App Store's strongest. Browse all 218+ apps we track, sorted so the most loved ones surface first.
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 uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.
This app connects talents with agents, streamlining job offers, castings, and bookings globally. It features an intuitive calendar for event management, portfolio updates, and instant access to earnings statements, all within an all-in-one platform for managing a modeling career.
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 app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
Consolidate all your investments, including stocks, crypto, and ETFs, in one intuitive platform. Monitor performance with live pricing, clear charts, and detailed analytics. Securely connect accounts or manage holdings manually for a comprehensive overview of your financial assets.
This app allows mutual fund investors to analyze, monitor, and view their investments. It provides insights into the Indian mutual fund industry and helps users track their financial information.
Access your New Republic Partners portfolio data with a user-friendly interface. View performance reports for specific time frames, asset classes, and accounts. Requires client authorization.
Create a professional profile to showcase your talents, connect with clients, and manage your online presence. Agencies can also manage their roster within the app. Discover and follow other professionals in the entertainment industry.
This app helps users create and rebalance investment portfolios by finding fund combinations that minimize volatility for a chosen average annual return. It utilizes modern portfolio theory to calculate optimal allocations based on user-defined risk tolerance.
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.
Streamline asset management for teams on the go. Tag and upload assets directly from the field, ensuring they arrive with consistent, searchable metadata. This app centralizes your assets, moving them off your device to your server for increased productivity and ease of use.
This tool simplifies portfolio rebalancing for investors and financial advisors. It calculates exact buy/sell amounts to maintain target allocations and offers robust privacy with local data storage. Manage multiple client models and rebalance portfolios offline.
Access your account balances and reports held at Orion Portfolio Solutions. This app is designed for both clients and advisors to view financial information.
Manage assets throughout their entire lifecycle with a powerful, customizable system. Turn your phone into a barcode scanner and auditing tool for efficient tracking and management.
Track all your investments, including FDs, direct equity, and PMS, with daily value updates. Access portfolio, capital gain, and transaction statements easily. Manage insurance policies and PMS/AIF investments all in one place.
Access a wide range of global investment opportunities, from curated ETFs and algorithm-managed portfolios to private market investments. Get personalized advice, market updates, and tools to manage and grow your wealth.