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.





249+ iOS apps curated and reviewed
Whether you're new to private client services or looking for an upgrade, our curated collection of 249+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.
| # | App | Price | Rating | Ads | In-App Purchases | Updated | |
|---|---|---|---|---|---|---|---|
| 1 | Free | 4.1★ (11) | No | No | Sep 2026 | ||
| 2 | Free | 5.0★ (1) | No | No | May 2026 | ||
| 3 | Free | — | No | No | May 2026 | ||
| 4 | Free | — | — | No | Jul 2026 | ||
| 5 | Free | — | No | No | May 2026 | ||
| 6 | Free | 1.0★ (1) | No | No | Aug 2026 | ||
| 7 | Free | — | No | No | Aug 2026 | ||
| 8 | Free | — | No | No | Jun 2026 |





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.



Manage your finances with this secure and user-friendly mobile app. Track investments, view statements, and connect with your advisor. Get a complete financial overview on an interactive dashboard.




