Best My Funds Portal Apps

215+ iOS apps curated and reviewed

4.3 avg rating
19 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our my funds portal list covers 215+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for My Funds Portal

NerdWallet: Smart Money App#2

NerdWallet: Smart Money App by Nerdwallet, Inc.

Track, Save & Invest
Strong Contender
💰 Finance
4.8😐(124K ratings)
FreeAds
NerdWallet: Smart Money App screenshot 1
NerdWallet: Smart Money App screenshot 2
NerdWallet: Smart Money App screenshot 3
NerdWallet: Smart Money App screenshot 4
NerdWallet: Smart Money App screenshot 5
NerdWallet: Smart Money App screenshot 6

Track and manage your finances efficiently with a comprehensive money management app. Stay on top of your credit score, budget, and financial goals with ease. Start taking control of your money today!

What We Love

  • 💡 Helpful financial insights
  • 👍 User-friendly interface
  • 🚀 Comprehensive account tracking
  • 💡 Personalized recommendations

Room to Improve

  • 🐛 Frequent connection issues
  • 🐛 Inaccurate account balances
  • 🐛 Unreliable account linking
Revolut: Send, spend and save#3

Revolut: Send, spend and save by Revolut Ltd

Change the way you money
Worth Considering
💰 Finance
4.6😐(9.5K ratings)
Free
#72in Finance
Revolut: Send, spend and save screenshot 1
Revolut: Send, spend and save screenshot 2
Revolut: Send, spend and save screenshot 3
Revolut: Send, spend and save screenshot 4
Revolut: Send, spend and save screenshot 5
Revolut: Send, spend and save screenshot 6

An app that allows you to easily manage your finances, send money worldwide, track spending, and save with features like smart budgeting, instant notifications, and investment opportunities. Upgrade to premium plans for exclusive benefits and perks.

What We Love

  • 🚀 Seamless international transactions
  • 💳 Convenient multi-currency accounts
  • 🔒 Robust security features
  • 👍 User-friendly app interface

Room to Improve

  • 🐛 Unreliable account verification process
  • 🤖 Poor customer service and lack of live support
  • 💰 Unexpected fees and account restrictions

More My Funds Portal apps to explore

4
Expense & Budget App: Spendee
Expense & Budget App: Spendee
Expense & Budget App: Spendee
Money Tracker & Planner
Free

A budgeting and expense tracking app that helps you manage your finances by tracking income, expenses, and creating budget plans. Stay on top of your spending and take control of your financial health.

💰 Finance
(1.7K)
5
Spending Tracker - Money Flow
Spending Tracker - Money Flow
Spending Tracker - Money Flow
Budget, Expense, Bill Manager
Free

An intuitive budget and expense management app with customizable categories, interactive reports, and multi-currency support. Features include synchronization between devices, recurring transactions, security code access, and more. Take control of your finances with ease and track your money flow effectively.

💰 Finance
(693)
6
Paysera Super App
Paysera Super App
Paysera Super App
The all in one finance app
Free

A versatile finance app offering online account opening, spendings management, savings, payment cards, and gold trading in one place. Features include free current accounts, Visa cards, joint accounts, currency conversion, real-time notifications, security measures, and more. Available in 14 languages. Contact client support for assistance.

💰 Finance
(812)
7
Coin by Zerodha - Mutual funds
Coin by Zerodha - Mutual funds
Coin by Zerodha - Mutual funds
Mutual funds, NPS, and more
Free

Invest in mutual funds, NPS, and more with a trusted platform that offers zero-commission direct mutual funds, easy SIP creation, and automation, along with comprehensive portfolio analytics and reporting. Start investing easily with various payment options and get access to a range of ecosystem products to help you invest better.

💰 Finance
(6)
8
My Benefits Accounts
My Benefits Accounts
My Benefits Accounts
by PlanSource Benefits Administration, Inc.
Free

This mobile app allows users to easily manage their benefits accounts, providing convenient access to account information, receipt uploads, and customizable alerts. By downloading the app, users can securely view their balance, transaction history, and receive help, all while being protected by robust authentication and security measures.

💰 Finance
(241)
9
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

💰 Finance
(2.1K)
10
CashTrails+: Personal Finance
CashTrails+: Personal Finance
CashTrails+: Personal Finance
Expense and income tracker
Free

An expense and income tracker application designed to help users manage their finances efficiently with features like expense tracking, income recording, multiple accounts support, customizable reports, and seamless sync via iCloud. Keep your finances in check with CashTrails today!

💰 Finance
(53)
11
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

💰 Finance
(152)
12
My Wallet+
My Wallet+
My Wallet+
by Block21 AB
$1.99
💰 Finance
(9)
13
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Calculate & Invest in ELSS,NPS
Free

This investment application simplifies online investing in mutual funds, fixed deposits, stock markets, and more, offering features like goal planning, smart analytics, and tax harvesting. It allows users to start investing in minutes, track their investments, and make informed decisions with data-driven insights.

💰 Finance
(151)
14
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
Now AI Powered
Free

Discover a new way to manage your investments with a cutting-edge tool. Monitor investment performance, receive notifications for upcoming investments, and seamlessly track orders in real-time. Start optimizing your investment journey today.

💰 Finance
(31K)
15
HDFC Mutual Fund
HDFC Mutual Fund
HDFC Mutual Fund
Mutual Fund, Tax Saving, SIP
Free

Invest in mutual funds conveniently through a mobile app, offering various investment options, calculators, and features like paperless onboarding, easy login, and a one-view dashboard. Download the app to easily manage your investments, make payments, and access other services on the go.

💰 Finance
(125)
16
i-Invest iPru
i-Invest iPru
i-Invest iPru
ICICI Prudential Mutual Fund
Free

This mutual fund investment app offers a secure, insightful, and convenient way to invest in various funds, track performance, and manage transactions with ease. Download the app to start your journey towards financial security and take advantage of features like a comprehensive portfolio overview, knowledge centre, and goal-based planning tools.

💰 Finance
(74)
17
Money Manager Classic Lite
Money Manager Classic Lite
Money Manager Classic Lite
Expense Management Tracking
Free

This personal finance application helps users efficiently manage their assets, track expenses, and create budgets using a double-entry bookkeeping system. It offers various features, including budget management, card tracking, automatic transfers, and instant statistics, to help users take control of their financial management.

💰 Finance
(13)
18
NAV Portal
NAV Portal
NAV Portal
by Nav Consulting Inc
Free

This application provides a secure and convenient mobile experience for investment managers, investors, and auditors to access accounting reports, risk analytics, and portfolio data, as well as generate reports and monitor fund activities. It offers a full desktop-like experience with flexibility and continuous performance enhancements, allowing users to stay connected and informed on-the-go.

💰 Finance
(9)
19
Money: Budget, Expense Tracker
Money: Budget, Expense Tracker
Money: Budget, Expense Tracker
Spending Planner, Bill Manager
Free

Track Spending & Budgets Easily! Take control of your finances with our intuitive app that helps you monitor expenses, set budgets, and achieve your financial goals. Start planning your financial future today.

💰 Finance
(446)
20
BeeWallet - Account Tracker
BeeWallet - Account Tracker
BeeWallet - Account Tracker
Checkbook, Budget and Bill
Free
$6.99 | 100% OFF

Manage all your financial needs on the go with a user-friendly account tracker app. Easily track expenses, monitor budgets, and never miss a bill payment. Access intuitive charts, backup data, and enjoy secure financial management.

💰 Finance
(355)