197+ iOS apps curated and reviewed
Finding the right momentum advisors apps can be overwhelming with so many options. We've analyzed 197+ 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 | 5.0★ (2) | No | No | May 2026 |
| 2 |  | Free | 4.2★ (85) | Yes | No | Jul 2026 |
| 3 |  | Free | 4.6★ (7K) | No | No | Jul 2026 |
| 4 |  | Free | 2.8★ (93) | No | No | Jul 2026 |
| 5 |  | Free | 4.6★ (1.6K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.8★ (1.6K) | No | No | Jul 2026 |
| 7 |  | Free | 4.8★ (1.4K) | No | No | Jul 2026 |
| 8 |  | Free | 4.7★ (288) | No | Yes | Jul 2026 |
This app provides a consolidated view of your financial life, linking investment, checking, and debt accounts for a real-time net worth statement. Secure document sharing and a two-way task system facilitate seamless collaboration with your advisor. Stay in control of your financial future anytime, anywhere.
Access your Momentum products and portfolio information on a personalized dashboard. View Multiply details, insured items, and use biometric login for quick access.
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.
Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.
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 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.
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.
This app provides daily success tips, motivation, and coaching for mortgage and real estate professionals. Access exclusive event discounts, webinar recordings, and empower your career.
This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
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.
This app leverages AI agents to simplify investing by conducting market research, evaluating companies, and crafting personalized portfolios. It offers AI-powered trading insights, thematic portfolios, and automated rebalancing. Stay informed with real-time news and sentiment analysis.
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.
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.
Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.
Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.
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.
Securely monitor your investment portfolio and financial accounts. Track market performance and stay informed about your investments. Access your financial data anytime, anywhere.