249+ iOS apps curated and reviewed
EXE Client Portal is the household name in sunlight financial portal, but it's far from the only option. We track 249+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
| # | App | Price | Rating | Ads | In-App Purchases | Updated | |
|---|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 | |
| 2 |  | Free | 3.5★ (30) | No | No | Oct 2026 | |
| 3 |  | Free | 2.9★ (316) | No | No | Oct 2026 | |
| 4 |  | Free | — | — | No | May 2026 | |
| 5 |  | Free | — | No | No | May 2026 | |
| 6 |  | Free | — | No | No | May 2026 | |
| 7 |  | Free | 5.0★ (11) | No | No | Aug 2026 | |
| 8 |  | Free | 5.0★ (2) | No | No | Sep 2026 |
Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.
Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.
