204+ iOS apps curated and reviewed
With an average user rating of 4.3★, the onepoint bfg category is one of the App Store's strongest. Browse all 204+ apps we track, sorted so the most loved ones surface first.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (4) | No | No | May 2026 |
| 2 |  | Free | 4.9★ (37K) | No | No | Jul 2026 |
| 3 |  | Free | 4.8★ (11K) | No | No | Jul 2026 |
| 4 |  | Free | 4.6★ (7.4K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.8★ (63K) | Yes | No | May 2026 |
| 6 |  | Free | 4.7★ (11K) | No | No | Jul 2026 |
| 7 |  | Free | 4.7★ (19K) | No | No | Jul 2026 |
| 8 |  | Free | 4.8★ (12K) | No | No | Jul 2026 |
Manage your financial portfolio with this client portal. Track investments, view statements, and access important documents securely. Designed for clients to stay informed about their wealth management.
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.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
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.
This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.
Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.
This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.
Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.
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.
Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.
Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.
Access and manage your retirement plan details conveniently from your iPhone. Track your account balance, rate of return, and key plan features securely on the go.
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.
Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.
This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.
This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.