172+ iOS apps curated and reviewed
Looking for free morningstar for advisors apps? 20 of our 172+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
This mobile application helps advisors stay connected with clients by digitizing portfolio information and providing on-the-go access to client accounts, market insights, and research. By streamlining workflow and increasing efficiency, advisors can focus on providing value to clients and growing their business, download now to optimize your time.
Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.
Stay informed with real-time business news, stock market updates, and financial insights. Get daily access to essential information for making informed decisions in the world of finance.
Get all the latest financial news, analysis, and market updates in one place with this powerful app. Stay informed, make smart investment decisions, and take control of your financial future today!
Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.
Get real-time financial news, data, and updates on the stock market. Track your favorite companies, monitor investments, and stay informed with personalized alerts and insights. Stay ahead in the world of finance.
Access a comprehensive financial management tool for real-time balance tracking, transaction history, detailed account breakdowns, and secure messaging with file attachment. Streamline and optimize your financial experience with continual 24/7 platform access.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Engage, connect, and communicate with MorningStar Ministries through a comprehensive app. Stay connected and informed with all the latest updates and features. Terms and conditions available at the provided link.
Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.
This mobile application provides wealth management clients with secure access to their household and account information through a user-friendly portal. To gain access, clients need to be authorized by their wealth management team and can request access by contacting them.
Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.
Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.
Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.
This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.