173+ iOS apps curated and reviewed
Looking for free morningstar for advisors apps? 20 of our 173+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
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 provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.
This app connects users to a premier series of financial conferences and workshops. It features insights from leading experts on investment strategies and key financial topics for professionals and individual investors.
Stay informed with breaking news on global finance, business, and the stock market. Access award-winning journalism and data-driven insights to understand economic trends and manage your investments.
Access real-time financial news, market analysis, and expert investment insights. Track your portfolio, set customizable alerts, and discover stock ratings. This platform empowers active investors with tools previously available only to institutions.
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.
Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
Track stocks, crypto, and other financial assets with real-time data and personalized news. Monitor your portfolio, set price alerts, and access in-depth financial information to make informed investment decisions.
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.
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.
This application serves as a central hub for MorningStar Ministries, facilitating engagement, connection, and communication with Christians and all facets of the ministry. It aims to be a comprehensive tool for ministry-related interactions.
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.
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.
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.
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.
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.
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 platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.