Best Tfo Wealth Portal Apps

224+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our tfo wealth portal list covers 224+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Compare top Tfo Wealth Portal Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Quicken: Intelligent MoneyQuicken: Intelligent MoneyFree4.5★ (11K)YesYesJul 2026
2Public: Invest & TradePublic: Invest & TradeFree4.7★ (84K)YesNoJul 2026
3Buddy: Budget & Money PlannerBuddy: Budget & Money PlannerFree4.7★ (9.3K)NoYesJul 2026
4Nexo: Crypto Wealth PlatformNexo: Crypto Wealth PlatformFree4.2★ (1.8K)NoNoJul 2026
5Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
6VoyaVoyaFree4.7★ (188K)NoNoJul 2026
7Primerica OnlinePrimerica OnlineFree4.0★ (1.1K)NoNoJul 2026
8Orion Wealth Management PortalOrion Wealth Management PortalFree3.8★ (25)NoNoJul 2026

Top Picks for Tfo Wealth Portal

Quicken: Intelligent Money#1

Quicken: Intelligent Money by Quicken Inc.

Personal & Business Finances
Editor's Choice
💰 Finance
4.5😐(11K ratings)
FreeAdsIn-App Purchases
#18in Finance
Quicken: Intelligent Money screenshot 1
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Quicken: Intelligent Money screenshot 3
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Quicken: Intelligent Money screenshot 5
Quicken: Intelligent Money screenshot 6

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

What We Love

  • 🚀 Intuitive and user-friendly
  • 💡 Helpful budgeting and planning features
  • 🔒 Secure and private
  • 👍 Comprehensive financial tracking

Room to Improve

  • 🐛 Buggy and unreliable
  • 🔍 Lacking customization options
  • ⏱️ Slow performance and frequent crashes
Public: Invest & Trade#2

Public: Invest & Trade by Open to the Public Investing, Inc.

Stocks, Crypto, Options, Bonds
Strong Contender
💰 Finance
4.7😐(84K ratings)
FreeAds
Public: Invest & Trade screenshot 1
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Public: Invest & Trade screenshot 5
Public: Invest & Trade screenshot 6

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

What We Love

  • 🚀 Easy to use
  • 👍 Great community
  • 💡 Innovative features
  • 🚀 Smooth interface

Room to Improve

  • 🐛 Withdrawal issues
  • 🐛 Account freezing problems
  • 🐛 Delayed order execution
Buddy: Budget Planner App#3

Buddy: Budget Planner App by Buddy Budgeting AB

Money Manager & Tracker
Worth Considering
💰 Finance
4.7😐(9.3K ratings)
FreeIn-App Purchases
#48in Finance
Buddy: Budget Planner App screenshot 1
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Buddy: Budget Planner App screenshot 4
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Buddy: Budget Planner App screenshot 6

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

What We Love

  • 🚀 Easy to use
  • 👍 Visually appealing
  • 💡 Customizable categories
  • 🚀 Intuitive interface

Room to Improve

  • 🐛 Recurring transactions not working properly
  • 🐛 Balance not carrying over to next month
  • 🐛 Syncing issues between devices

More Tfo Wealth Portal apps to explore

4
Nexo: Crypto Wealth Platform
Nexo: Crypto Wealth Platform
Nexo: Crypto Wealth Platform
Borrow, еarn & еxchange crypto
Free

This platform allows users to fund their accounts, buy and sell a wide range of digital assets, and earn interest on their holdings. It also offers the ability to borrow funds using crypto as collateral and provides a loyalty program for enhanced benefits.

Buy, sell, and swap digital assetsEarn compound daily interestBorrow funds using crypto as collateral
💰 Finance
(1.8K)
freemium
5
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
6
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
7
Primerica Online
Primerica Online
Primerica Online
Representative App
Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials
💰 Finance
(1.1K)
free
8
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

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

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
9
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
💰 Finance
(1.1K)
free
10
TriNet Mobile
TriNet Mobile
TriNet Mobile
by TriNet Group, Inc.
Free

Access essential HR information, manage benefits, and view payroll details on the go. This app allows employees to stay connected with their HR data and enables administrators to handle key HR tasks remotely.

View paycheck details and formsAccess insurance ID cards and benefit coverageRequest and approve time off
💼 Business
(38K)
free
11
Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
💰 Finance
(3.6K)
free with in-app purchases
12
Daily TSP
Daily TSP
Daily TSP
Daily TSP Data, Charts, & Info
Free

Access daily TSP share price data, interactive charts, and fund information. Analyze historical data and monitor your TSP account balance with optional account linking or manual entries. Offers a clean, customizable user experience for personalized TSP analysis.

Daily TSP share price dataInteractive historical chartsAggregated fund reference information
💰 Finance
(843)
free with in-app purchases
13
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free
14
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

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.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
💰 Finance
(90)
subscription
15
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(111K)
free
16
Transamerica Retirement App
Transamerica Retirement App
Transamerica Retirement App
by Transamerica Retirement Solutions, LLC
Free

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

On-the-go account accessView account balance and performanceAdjust savings rate
💰 Finance
(3.2K)
free
17
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
18
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
19
etoro: Trade & Invest
etoro: Trade & Invest
etoro: Trade & Invest
Stocks, crypto, ETFs & Options
Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program
💰 Finance
(9.8K)
free with in-app purchases
20
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(397K)
free with in-app purchases

FAQ about Tfo Wealth Portal

What are the best tfo wealth portal apps for iPhone?
Quicken: Intelligent Money tops our tfo wealth portal apps ranking as of June 2026, with a 4.5-star average from 11K App Store ratings, and it's free to download.
Yes — 20 of the top tfo wealth portal apps we rank are free to download, including Quicken: Intelligent Money and Public: Invest & Trade.
Quicken: Intelligent Money shows ads and offers in-app purchases, according to its App Store listing as of June 2026.
We track 224+ tfo wealth portal apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
Quicken Simplifi is a comprehensive financial planning and money management app. It provides a holistic view of your finances, allowing you to track income, expenses, investments, and spending for both personal and business needs. The app helps you create budgets, set financial goals, and manage business operations like invoicing and tax preparation.
Key features include connecting and tracking various financial accounts (bank, credit cards, investments), creating custom budgets and spending plans, setting savings goals, and monitoring debt payoff. For businesses, it offers income and expense management, professional invoicing, and tax report generation.