214+ iOS apps curated and reviewed
Out of 214+ nhi advisor apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.
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.
Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.
Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!
Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.
An AI-powered mental health support app that utilizes CBT, DBT, and meditation techniques to help with depression, stress, anxiety, and more. Offers empathetic chatbot conversations, privacy protection, tools for coping with challenges, and guidance from mental health professionals.
A mental health support app offering daily self-care tools and resources for enhancing well-being and managing mental health. Take charge of your mental wellness with personalized guidance and support at your fingertips.
"Enhance your relationships and emotional well-being with personalized guidance and tools. Improve intimacy, communication, and emotional management for stronger, healthier connections."
Breeze: Mental Health is a self-care app that offers a range of self-tests, reflection exercises, and mental health resources to help users improve their well-being. Take charge of your mental health today with Breeze.
Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.
Meet your personal AI coach, a companion that helps you gain clarity, momentum, and motivation by providing personalized guidance and honest feedback through a conversational interface, available anytime. Get started and take the first step towards achieving your goals with a free, private, and controlled coaching experience.
Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!
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.
Access your care conveniently with the SimplePractice Client Portal app. Manage appointments, messages, invoices, and documents securely on your phone. Enjoy features like passwordless login, personalized notifications, secure messaging, digital payments, telehealth, and more for seamless care access.
Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.
Vision AI is an all-in-one advice chat app that provides personalized guidance on life's biggest questions, ranging from productivity and relationships to career and business strategy. Leveraging the power of AI, the app offers expert advice, motivation coaching, and smart conversations to help users make more informed decisions and achieve their goals.
Manage all your Equitable accounts conveniently with our mobile app. View balances, make payments, update information, and connect with financial professionals easily. Download now for simplified retirement and investment account management.
Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.
An app that helps you manage investments and stay in touch with your financial advisor, providing key metrics, transaction updates, and detailed investment insights. Take control of your financial life and download the app today.
This mobile application allows independent registered investment advisors to monitor and manage client accounts remotely, providing convenient access to account information, fast searches, and secure data. With this app, advisors can manage accounts, deposit checks, and contact support teams on-the-go, all with multiple layers of security to protect sensitive information.