209+ iOS apps curated and reviewed
Finding the right personal advisor app app can be overwhelming with so many options. We've analyzed 209+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
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.
Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!
Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.
This app is a financial advisor that offers an easy way to understand your finances by providing instant access to your real credit score, home equity monitoring, personalized loan offers, and more. It includes the world's first credit card that quickly unlocks home equity, saving time, effort, and money, all conveniently accessible from your phone.
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.
Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!
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.
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!
This health and fitness application serves as a comprehensive data hub, integrating various wellness metrics from wearables, fitness apps, and lab results into one intelligent dashboard, providing personalized insights and AI-powered analysis. By connecting all your health data in one place, you can take control of your health journey, discover hidden connections, and make informed decisions to optimize your well-being.
Track expenses, plan finances, and reach your financial goals with a personal budget app that helps you manage your money easily and guilt-free. Start for free today to create budgets, monitor spending, and see all your financial accounts in one place.
A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.
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.
This application facilitates meaningful communication between financial advisors and their clients about financial goals and progress. It provides an innovative scorecard to quickly assess financial health, serving as a foundation for informed financial planning.
An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.
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!
This application allows Ameriprise Financial Advisors and staff to deposit checks into client accounts securely. To access the application, users must log in with their Ameriprise credentials.
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.
This app allows users to easily track their financial portfolio, including account balances and investment holdings, and understand how market conditions impact their performance. It also enables users to connect with their financial advisor through multiple channels, providing a convenient way to stay on top of their finances anytime, anywhere.