Best Pwp Portal Apps

226+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Every iPhone needs a few good pwp portal apps. We benchmark 226+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Pwp Portal Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1PWP PortalPWP PortalFree5.0★ (1)NoNoMay 2026
2Investor-PortalInvestor-PortalFree4.9★ (1.5K)NoNoJul 2026
3Quicken: Intelligent MoneyQuicken: Intelligent MoneyFree4.5★ (11K)YesYesJul 2026
4Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
5T. Rowe Price Personal®T. Rowe Price Personal®Free4.6★ (23K)YesNoJul 2026
6Public: Invest & TradePublic: Invest & TradeFree4.7★ (84K)YesNoJul 2026
7Wealthscape Investor℠Wealthscape Investor℠Free4.7★ (19K)NoNoJul 2026
8VoyaVoyaFree4.7★ (188K)NoNoJul 2026

Top Picks for Pwp Portal

Investor-Portal#2

Investor-Portal by AppFolio

AppFolio Investment Manager
Strong Contender
💰 Finance
4.9😞(1.5K ratings)
Free
Investor-Portal screenshot 1
Investor-Portal screenshot 2
Investor-Portal screenshot 3
Investor-Portal screenshot 4

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.

What We Love

  • 👍 Intuitive and straightforward
  • 💡 Useful dashboard with all information

Room to Improve

  • 🔒 Requires password each time
  • 🐛 System failure
  • 🐛 No Biometric Sign in
Quicken: Intelligent Money#3

Quicken: Intelligent Money by Quicken Inc.

Personal & Business Finances
Worth Considering
💰 Finance
4.5😐(11K ratings)
FreeAdsIn-App Purchases
#18in Finance
Quicken: Intelligent Money screenshot 1
Quicken: Intelligent Money screenshot 2
Quicken: Intelligent Money screenshot 3
Quicken: Intelligent Money screenshot 4
Quicken: Intelligent Money screenshot 5
Quicken: Intelligent Money screenshot 6

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

What We Love

  • 🚀 Intuitive and user-friendly
  • 💡 Helpful budgeting and planning features
  • 🔒 Secure and private
  • 👍 Comprehensive financial tracking

Room to Improve

  • 🐛 Buggy and unreliable
  • 🔍 Lacking customization options
  • ⏱️ Slow performance and frequent crashes

More Pwp Portal apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
5
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

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.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free
6
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases
7
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

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.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
8
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
9
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings
💰 Finance
(7K)
free with in-app purchases
10
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

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.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(19K)
free with in-app purchases
11
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
12
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals
💰 Finance
(2.1K)
freemium
13
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

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.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
14
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
15
Blossom: Social Investing
Blossom: Social Investing
Blossom: Social Investing
Learn & Follow Real Portfolios
Free

Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.

Automatic portfolio trackingDividend income forecastFollow real investor portfolios
💰 Finance
(2.8K)
freemium
16
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(397K)
free with in-app purchases
17
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
💰 Finance
(1.1K)
free
18
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
19
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
💰 Finance
(183)
free
20
S&P Capital IQ Pro
S&P Capital IQ Pro
S&P Capital IQ Pro
Access essential intelligence.
Free

Access comprehensive company and market intelligence with powerful analytics and deep sector insights. Stay updated with the latest news, market data, and filings anytime, anywhere.

Company and market intelligencePowerful analyticsDeep sector intelligence
💰 Finance
(2.9K)
subscription

FAQ about Pwp Portal

What are the best pwp portal apps for iPhone?
PWP Portal tops our pwp portal apps ranking as of June 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top pwp portal apps we rank are free to download, including PWP Portal and Investor-Portal.
PWP Portal has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 226+ pwp portal apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
PWP Portal is a mobile application designed to help users view their financial account information, check balances, and easily contact their financial advisor.
PWP Portal is supported on iPhone, iPad, and iPod devices, making it accessible for users within the Apple ecosystem.