Consolidate your entire financial life into one secure application. Monitor investment performance, link external accounts, store important documents, and stay informed with financial news.
Telos Wealth Private Portal by Telos Wealth Management, LLC




234+ iOS apps curated and reviewed
Every iPhone needs a few good telos wealth private portal apps. We benchmark 234+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 | Free | 5.0★ (1) | No | No | Jul 2026 | |
| 2 | Free | 4.6★ (7K) | No | No | Aug 2026 | |
| 3 | Free | 4.8★ (3.2K) | No | No | Aug 2026 | |
| 4 | Free | 4.9★ (39K) | No | No | Aug 2026 | |
| 5 | Free | 4.6★ (1.6K) | No | No | Jul 2026 | |
| 6 | Free | 3.4★ (9) | No | No | Jul 2026 | |
| 7 | Free | 4.8★ (69) | No | No | Aug 2026 | |
| 8 | Free | 4.7★ (706K) | No | No | Aug 2026 |




Consolidate your entire financial life into one secure application. Monitor investment performance, link external accounts, store important documents, and stay informed with financial news.






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 property or association with ease. Pay rent or dues, submit maintenance requests, access important documents, and view your lease. Stay connected to your property manager for instant access to essential tools and information.


Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.


Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.


Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.


Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.


Access corporate apps, data, and resources securely from your mobile device. Enroll your device, reset passwords, find work-related apps, and manage your enrolled devices. Get IT support contact information directly within the app.


Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.


Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.


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.


Streamline your office experience with tools for coordinating schedules, navigating workspaces, and booking desks or rooms. Manage visitor invitations, track deliveries, and report workplace issues efficiently.


Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.


This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.


Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.


Find and book flexible workspaces, including private offices, meeting rooms, and co-working desks globally. Reserve space by the hour or day without contracts or sign-up fees. Create a free account to access professional environments for work or meetings.


Access your portfolio data through a streamlined interface. This application is exclusively for authorized clients of Composition Wealth. Contact your advisory team to request access.


Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.


This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.


This application provides investment clients with secure access to their financial reports and documents. It facilitates investment reporting and document sharing for a private wealth management firm.