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.





211+ iOS apps curated and reviewed
Whether you're new to private client services or looking for an upgrade, our curated collection of 211+ 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 | 4.4★ (10) | No | No | May 2026 | |
| 2 | Free | 5.0★ (1) | No | No | May 2026 | |
| 3 | Free | — | No | No | Jul 2026 | |
| 4 | Free | 5.0★ (1) | No | No | May 2026 | |
| 5 | Free | 5.0★ (12) | No | No | May 2026 | |
| 6 | Free | 5.0★ (1) | No | No | May 2026 | |
| 7 | Free | 4.9★ (1.7K) | Yes | No | Jul 2026 | |
| 8 | Free | 5.0★ (2) | Yes | No | Jul 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.



This app provides a private and secure VPN connection by using your own configuration files. It offers one-tap connection, encrypted tunnels for all your online activities, and a clean interface. Designed for privacy, it requires no accounts or logs.


This app facilitates introductions of new clients to luxury fashion referral services. It serves as a direct link to connect potential customers with exclusive offerings.


This app provides Zero Trust access controls and application isolation to manage user privileges and protect critical resources. It secures private websites, servers, and SaaS applications using a Secure Access Service Edge (SASE) service.


This app offers a comprehensive suite of financial services tailored for small to medium-sized businesses and enterprises. It aims to provide white-glove service, superior products, and cost-effective savings for all business financial needs.


Connect with skilled professionals for home services like cleaning, plumbing, and handyman tasks. Book help quickly, view transparent pricing, and track your service provider in real-time. Secure payments and in-app chat make getting tasks done easier.


This platform allows users to invest in a variety of financial products including mutual funds, stocks, and corporate fixed deposits. It provides advanced features like flexible SIPs, trigger-based investing, and family accounts for comprehensive financial management.


Manage your cases, activities, and finances with this comprehensive client portal. Track progress, view media, communicate with contacts, and handle billing and payments all from one centralized platform.


Manage client relationships and tasks with this comprehensive customer management system. Organize client records, notes, and deadlines to provide exceptional service and grow your business. Features include offline access and a client planner.


Book essential beauty, wellness, and household services delivered to your location within two hours. Find verified professionals for haircuts, massages, cleaning, and more, all through a single, convenient platform.


Securely share files, exchange information, and communicate with your accounting firm. Manage tasks and stay connected with your advisors from your mobile device. Track project progress and reduce back-and-forth communication.


This app offers a seamless way to manage your private life, from booking services to fulfilling special requests. It learns your preferences to provide personalized assistance, acting as your personal concierge.


Discover and hire freelance professionals for your projects or find exciting new work opportunities. This platform connects entrepreneurs and freelancers globally, offering a wide range of services with transparent pricing and a money-back guarantee.


Easily book or offer a wide range of local home and personal services. Find trusted professionals for tasks like cleaning, beauty, or repairs, and get paid securely. Offers a money-back guarantee for all booked services.


Connect with a wide range of professionals across various industries. Easily find, hire, and communicate with experts through smart search, integrated chat, and real user reviews. Save favorites and access 24/7 real-time support for a seamless experience.


Connects clients with service providers for various professional needs like home maintenance, legal support, and cleaning. Professionals can find clients actively seeking their services, facilitating transparent quote comparisons and business growth.




Streamline agency-client collaboration with a unified platform for managing projects, tasks, messages, files, and invoices. Stay organized and connected with your team and clients from anywhere.


This application is designed for internal use by government employees, not for the general public. It facilitates civic services management and operations.