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
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NerdWallet: Smart Money App screenshot 3
NerdWallet: Smart Money App screenshot 4
NerdWallet: Smart Money App screenshot 5
NerdWallet: Smart Money App screenshot 6

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

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
4.7😐(69K ratings)
Free
#73in Finance
Revolut: Send, spend and save screenshot 1
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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

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

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

This app helps you track spending, manage budgets, and gain financial awareness. Connect bank accounts, analyze expenses with smart insights, and optimize your savings. Features include AI receipt scanning, shared finances, and multiple currencies.

Connect bank and crypto walletsAutomatic expense categorizationBudget creation and tracking
💰 Finance
(1.7K)
free with in-app purchases
5
Budget Planner - Money Flow
Budget Planner - Money Flow
Budget Planner - Money Flow
Budget, Expense, Bill Manager
Free

Easily track your income and expenses to manage your finances. Offers customizable accounts, flexible budgeting, and secure synchronization across devices. Visualize your financial health with powerful reports and helpful tools.

Quick transaction addingCustomizable accounts and categoriesDevice synchronization
💰 Finance
(705)
free with in-app purchases
6
Paysera Super App
Paysera Super App
Paysera Super App
The all in one finance app
Free

Manage all your finances in one place with this versatile app. Open accounts, control spending, save money, use payment cards, and even trade gold. Available in multiple languages with robust security features and 24/7 support.

Online account openingManage spending and savingsContactless Visa cards
💰 Finance
(815)
free with in-app purchases
7
Coin by Zerodha - Mutual funds
Coin by Zerodha - Mutual funds
Coin by Zerodha - Mutual funds
Mutual funds, NPS, and more
Free

Invest in direct mutual funds and NPS without commissions. Automate SIPs, manage withdrawals, and access detailed portfolio analytics. Track your investments and family portfolios with ease.

Zero-commission direct mutual fundsSystematic Investment Plans (SIPs)National Pension Scheme (NPS)
💰 Finance
(479)
free
8
My Benefits Accounts
My Benefits Accounts
My Benefits Accounts
by PlanSource Benefits Administration, Inc.
Free

Manage your benefits accounts conveniently from your mobile device. View balances, upload receipts, set alerts, and track transactions. Securely access your information with robust authentication methods.

View account balancesUpload receipts via photoSet customizable alerts
💰 Finance
(241)
free with in-app purchases
9
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Manage all your financial accounts, including loans, savings, investments, and cryptocurrency, in one secure application. It offers automatic transaction downloads, cloud syncing, and advanced reporting to give you a comprehensive overview of your finances.

Account tracking (bank, loan, investment, crypto)Automatic transaction downloadsCloud backup and multi-device sync
💰 Finance
(2.1K)
freemium
10
CashTrails+: Personal Finance
CashTrails+: Personal Finance
CashTrails+: Personal Finance
Expense and income tracker
Free

Track your monthly spending, income, and savings with this comprehensive personal finance manager. Organize transactions by tags, accounts, and groups, and gain insights through flexible reports and multi-currency support.

Expense and income trackingiCloud syncMultiple accounts and transfers
💰 Finance
(53)
free with in-app purchases
11
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free
12
My Wallet+
My Wallet+
My Wallet+
by Block21 AB
$1.99

Effortlessly track your income and expenses with this elegant finance app. Monitor spending habits, manage budgets, and view financial overviews with stylish charts. Supports multiple currencies and secure data backup.

Expense and income trackingDaily transaction listsRecurring transaction entry
💰 Finance
(9)
paid
13
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Calculate & Invest in ELSS,NPS
Free

This app simplifies online investing by offering a single platform for mutual funds, fixed deposits, and stock market investments. It provides tools for financial planning, goal setting, and family accounts, along with smart analytics to help users make informed decisions and grow their wealth.

Mutual fund SIPs and lump sum investmentsOnline fixed deposit bookingStock market trading on NSE/BSE
💰 Finance
(152)
free with in-app purchases
14
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
Now AI Powered
Free

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup
💰 Finance
(617)
free
15
HDFC Mutual Fund
HDFC Mutual Fund
HDFC Mutual Fund
Mutual Fund, Tax Saving, SIP
Free

Invest in mutual funds conveniently through SIP or lump sum. Utilize calculators for financial planning and track your portfolio performance. Features include paperless onboarding, easy login, and an e-cart for quick purchases.

Paperless Onboarding (E-KYC/Aadhaar)Easy Login with MPIN/OTPOne-View Investment Dashboard
💰 Finance
(125)
free
16
i-Invest iPru
i-Invest iPru
i-Invest iPru
ICICI Prudential Mutual Fund
Free

Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

Mutual fund investmentPortfolio trackingSIP management
💰 Finance
(74)
free
17
Money Manager Classic Lite
Money Manager Classic Lite
Money Manager Classic Lite
Expense Management Tracking
Free

This app helps you manage personal finances with double-entry bookkeeping, budget tracking, and card management. It offers instant statistics, recurring transaction setup, and secure passcode protection for your financial data.

Double-entry bookkeepingBudget management with graphsCard and debit card tracking
💰 Finance
(13)
ad-supported
18
NAV Portal
NAV Portal
NAV Portal
by Nav Consulting Inc
Free

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

Secure data accessAccounting reportsRisk analytics
💰 Finance
(9)
free
19
Money: Budget, Expense Tracker
Money: Budget, Expense Tracker
Money: Budget, Expense Tracker
Spending Planner, Bill Manager
Free

This app is a comprehensive tool for managing your personal finances. It allows you to track expenses, create budgets, monitor investments, and gain a clear overview of your financial health. Stay organized and in control of your money with smart features and detailed reports.

Smart budgeting with real-time trackingAutomatic expense categorizationComplete financial overview dashboard
💰 Finance
(447)
freemium
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 this intuitive app. Track expenses, monitor budgets, and stay on top of bills with customizable reminders and insightful charts. Securely back up your data for peace of mind.

Manage accounts with start balanceMonitor budgets with customizable categoriesTrack bills with customizable reminders
💰 Finance
(355)
free with in-app purchases