236+ iOS apps curated and reviewed
With an average user rating of 4.5★, the svb wealth client portal category is one of the App Store's strongest. Browse all 236+ apps we track, sorted so the most loved ones surface first.
Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.
This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.
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.
This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.
Access the Investor Portal to track your real estate investments, monitor performance, and stay updated with key documents provided by your Investment Manager. Experience a centralized hub for all your investment needs. Sign up now and take control of your investments with ease.
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.
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.
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.
Take control of your finances with this mobile app designed to simplify your financial life and empower you to achieve your financial goals. It provides a comprehensive platform for individuals to manage their finances, regardless of their investment experience.
"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."
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.
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.
Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.
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.
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.
This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.
The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.
Join a community of investors to share portfolios, trades, and ideas, get insights on popular stocks, discover new investment opportunities, manage portfolios, track dividends, access learning resources, and earn money by learning about new stocks.
Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.
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.