220+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our owm client portal list covers 220+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.
This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.
An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.
Track every dollar with Quicken Simplifi—the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.
Access the Investor Portal to track your real estate investments, monitor performance, and stay updated with key documents provided by your Investment Manager. Experience a centralized hub for all your investment needs. Sign up now and take control of your investments with ease.
Trade major and minor forex pairs with the user-friendly OANDA forex trading app. Get instant quotes, free charting, and fast order execution, with access to over 50 technical tools. Download the app now and start investing smarter with a fully regulated forex broker. Apply for a live account today.
Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.
The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.
Access a comprehensive Human Resources platform for employees on the go, enabling easy management of work-related tasks, payroll, benefits, time tracking, and more. Streamline your work life with this all-in-one mobile solution.
Streamlining accounting practices, the mobile app of this software allows access from anywhere. Users can manage tasks, stay connected with clients, and securely handle files on-the-go. Take control of your tax practice efficiently with this all-in-one solution.
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.
Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.
This client portal app enables seamless collaboration between clients and their accounting firms, providing real-time updates and secure communication through messaging, information requests, and mobile notifications. To get started, request an invitation from your firm to access the portal's features with a secure login.
Take control of your finances with our budget planning app. Track expenses, set financial goals, manage credit cards, receive bill reminders, and more to achieve financial peace of mind. Join now to start managing your money effectively.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Manage your finances easily with the online banking app offering tools to improve financial health, send/receive money with Bizum, open accounts, apply for loans, manage insurance, track investments, and more. Download now and take control of your financial future!
Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscapeâ„ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.
Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!
Join a community of investors to share portfolios, trades, and ideas, get insights on popular stocks, discover new investment opportunities, manage portfolios, track dividends, access learning resources, and earn money by learning about new stocks.