229+ iOS apps curated and reviewed
The best rbc wealth management online apps on iPhone average 4.4★ across 229+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.
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 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.
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.
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.
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.
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.
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.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
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.
This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.
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.
Access your investment accounts on the go. View your portfolio, asset mix, and account details. Download statements and tax slips securely from your mobile device.
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.
Manage your finances effortlessly with advanced tools for wealth improvement and debt reduction. Features include long-term net worth forecasting, personalized wealth strategies, life goal tracking, and intelligent budgeting with navigation prompts.
Manage your global finances with real-time insights into your net worth. This app integrates bank accounts, property trackers, and investment portfolios for international investors. Track retirement goals, crypto, and stock portfolios seamlessly.
This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.
This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.