201+ iOS apps curated and reviewed
Finding the right portfolio management profi app can be overwhelming with so many options. We've analyzed 201+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.
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.
Discover and automatically copy the trades of successful investors. This platform offers transparent performance data and a social feed to learn from experts. Start investing with as little as $200 and outsource your investment decisions.
Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.
Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.
This comprehensive property management solution streamlines operations for landlords and tenants. It offers tools for managing portfolios, processing applications, tracking payments, and handling maintenance requests, all from a single platform.
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.
Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.
This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.
Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.
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.
This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.
Prepare for the Project Management Professional (PMP) certification exam with adaptive practice questions and a realistic exam simulator. Developed by PMP-certified professionals, this app offers targeted content aligned with the latest PMI exam structure, providing instant feedback and progress tracking to help you pass.
This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.
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.
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.
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.
Manage your professional certification, track and report continuing education units, and access an AI-powered project coach. This app helps you maintain your credentials, find learning opportunities, and get expert guidance for project success.
This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.