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.
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.
Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.
Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.
Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.
Trade major and minor forex pairs on the go with instant quotes and free charting. Customize your platform for real-time notifications, risk management, and profitability monitoring. Stay updated with market news and analysis from a regulated global broker.
Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.
Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.
Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.
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 finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.
Take control of your money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.
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.
This banking app uses AI to personalize your financial experience, offering faster transactions and a financial coach to help you save and reduce expenses. It also includes features like a virtual assistant, multi-bank connectivity, and tools for mortgages, loans, and investments.
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.