187+ iOS apps curated and reviewed
Looking for free sgh wealth management apps? 20 of our 187+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
This application provides next-generation portfolio reporting, allowing users to effortlessly monitor their investments and overall financial picture in a secure and safe environment. It offers a range of features, including detailed performance analytics, account aggregation, retirement planning, and advanced financial calculators, to help users take control of their financial management.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
Save and invest effortlessly with our user-friendly app that allows you to set financial goals, automate savings, and invest in mutual funds easily. Start building wealth today!
Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.
Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!
Track your wealth effortlessly with our app designed to monitor financial plans, view portfolios, securely log in, check net worth, access key documents, stay informed with expert insights, and connect with your Baird advisor. Take control of your finances today.
Join the WealthBuilders Community to access financial tools, online courses, expert insights, and support for achieving financial freedom and building generational wealth. Connect with like-minded individuals and gain valuable knowledge to enhance your money management skills.
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.
"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."
Track every dollar with Quicken Simplifi—the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.
Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.
Experience the world's best mobile app for wealth management, offering an intuitive banking experience with intelligent wealth tools. Seamlessly invest, plan, and bank without switching between apps, access funds insights, trade equities globally, and manage your finances with ease. Start your journey to sustainable and rewarding banking today.
Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.
Get expert insights and analysis on investment markets with curated content from finance analysts. Stay informed with daily market updates, deep-dives, interviews, and events, all in a concise and easy-to-understand format. Join over one million users to make smarter investing decisions and secure your financial future.
Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.
This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Discover a comprehensive self-help application designed to enhance your mental well-being. Access a range of tools including mood tracking, guided meditations, gratitude journaling, and personalized goal setting. Start your journey to self-improvement today.
Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.
Track your financial goals with a secure mobile app that helps you manage your retirement savings with features like viewing account activity, balances, and asset allocation. Invest with confidence and take control of your financial future.