241+ iOS apps curated and reviewed
RBC WM Online U.S. is the household name in rbc wealth management, but it's far from the only option. We track 241+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.
Manage your finances with a comprehensive banking app. Features include account management, transfers, bill payments, and mobile cheque deposits. Gain personalized financial insights and automated savings tools. Secure access with biometric authentication and card management options.
Access your investment account information and market data anytime, anywhere. View balances, performance, holdings, and transactions on your mobile device.
This application allows RBA Wealth Management clients to easily view their investment portfolios. It provides experienced guidance and thoughtful solutions to help users achieve their broader financial goals.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
Explore and test innovative banking features before they are widely released. This app allows you to send money internationally, pay with rewards points, and discover personalized shopping deals and cash back offers.
Manage your finances on the go with this mobile banking app. Easily check account balances, make payments, transfer funds between accounts, and pay bills. Securely access your money and perform transactions from anywhere in the Caribbean.
This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.
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.
This app provides essential tools and services for enterprise users to enhance productivity and connect with their professional lives. It offers a secure, all-in-one platform for accessing business resources anytime, anywhere.
This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.
Track primary and secondary market data for Investment Grade bonds and Preferred Stock. This app displays new issue calendars and security data in a consolidated format, updating deal progress in real-time throughout the day.
Access in-depth financial analysis on equities, credit, macroeconomics, and rates strategy from a team of experts. Stay informed with expert insights and research directly on your mobile device.
Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.
Access your Morgan Stanley Wealth Management Canada accounts on the go. View account details, track investments, and manage your financial portfolio securely from your mobile device.
This secure, invite-only app provides exclusive access to private wealth and financial services for clients of Clique Wealth Management. It offers a 24/7 concierge for various services and allows users to connect with their support team via in-app chat.
Access your R.M. Davis Wealth Management portfolio securely on the go. View your total portfolio, individual accounts, balances, and statements. Easily contact your investment management team.
This educational system empowers individuals and families with a straightforward, powerful economic process for wealth building and protection. It guides users through efficient financial planning without sales pressure, leveraging financial tools for optimal results.
Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.
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.