200+ iOS apps curated and reviewed
The best planswell apps on iPhone average 4.5★ across 200+ titles — we've ranked them by what real users actually keep on their phones. Updated May 2026.
Invest in mutual funds easily and conveniently with this app, offering a wide range of funds from major AMCs, real-time tracking, and personalized recommendations. Download the app to start investing paperlessly in minutes and take control of your financial goals.
Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.
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.
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.
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.
Download an app for secure login with Face ID or passcode, track accounts, investments, and retirement income projection. Personalized guidance available for adjusting savings rate. Build confidence in saving for the future. Download today!
Safely manage your retirement plan on-the-go with easy access to account details, real-time projections, goal-setting, financial tools, and educational resources. Take charge of your retirement with our app today!
Access and manage your Transamerica retirement account on-the-go with this app. View account balance, investment performance, make changes to savings, and utilize the OnTrack® tool to optimize your retirement strategy. Log in to stay on top of your retirement goals anytime, anywhere.
An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!
An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.
Track your retirement savings with our app: monitor balance, stay on target for goals, adjust contributions, view transactions, manage investments, stay updated on investment performance, access statements and planning tools. Start planning for your future today!
Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.
Track your financial goals with a secure mobile app that helps you manage your retirement savings with features like viewing account activity, balances, and asset allocation. Invest with confidence and take control of your financial future.
This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
Access your retirement plan information easily on the go with an app designed for participants in employer-sponsored plans managed by Milliman. Stay engaged with your account, view details, make changes, and ensure security through multi-factor authentication. Visit the full site for advanced functionalities.
Access all your retirement account information, manage investments, set savings goals, and get personalized financial education resources all in one place with our mobile app. Take control of your financial future today!
This mobile application for retirement planning offers support for dark mode, access to financial guides, security enhancements, and bug fixes. User options may vary based on plan and participant settings. Explore your retirement planning with this app.
This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.