Best Ubs Wealth Management Apps

242+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated May 2026

Whether you're new to ubs wealth management or looking for an upgrade, our curated collection of 242+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Ubs Wealth Management

UBS Wealth Management#1

UBS Wealth Management by UBS AG

Editor's Choice
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(62K ratings)
Free
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Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ”’ Secure access
  • ๐Ÿ‘ Convenient mobile deposit
  • ๐Ÿš€ Quick and efficient

Room to Improve

  • ๐Ÿ› Buggy and not functional
  • ๐Ÿ‘Ž Limited functionality
  • ๐Ÿ‘Ž Lack of transparency on fees
UBS Access โ€“ secure login#2

UBS Access โ€“ secure login by UBS AG

For e-banking & Mobile Banking
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(3.5K ratings)
Free
UBS Access โ€“ secure login screenshot 1
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Securely log in to digital banking services and confirm online payments and new payees. Receive important security-related notifications to protect your accounts. Offers multiple layers of security for peace of mind.

What We Love

  • ๐Ÿš€ Easy and convenient
  • ๐Ÿ”’ Secure login
  • ๐Ÿ‘ Intuitive and user-friendly
  • ๐Ÿ’ก Innovative features

Room to Improve

  • ๐Ÿ› Bugs and crashes
  • ๐Ÿ”’ Overly complicated setup
  • ๐Ÿ‘Ž Slow and unresponsive
UBS & UBS key4#3

UBS & UBS key4 by UBS AG

Mobile Banking
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜ž(2.1K ratings)
FreeAds
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Access your UBS banking services on the go with this mobile app. It offers digital banking for private clients and business account setup for Swiss residents. Enjoy advanced security features to protect your transactions.

What We Love

  • ๐Ÿ”’ Secure and does what it needs to do
  • ๐Ÿ‘ Easy, clear, and user-friendly
  • ๐Ÿš€ Convenient to manage banking services and pay bills
  • ๐Ÿ’ก Excellent personalized customer services

Room to Improve

  • ๐Ÿ› Full of bugs
  • ๐Ÿ‘Ž Poor design and confusing user interface
  • ๐Ÿข Slow and unresponsive

More Ubs Wealth Management apps to explore

4
UBS Events
UBS Events
UBS Events
by UBS AG
Free
๐Ÿ’ฐ Finance
(0)
5
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
๐Ÿ’ฐ Finance
(74K)
free with in-app purchases
6
UBS My Hub
UBS My Hub
UBS My Hub
My Hub
Free

Access core UBS systems and self-service solutions on your mobile device. This app mirrors the functionality of the My Hub portal, keeping you connected with features like a people directory, incident tickets, and password management.

People DirectoryIncident TicketsApprovals
๐Ÿ’ผ Business
(25)
free
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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.

Dedicated advisory teamProfessional investment managementAutomated cash management
๐Ÿ’ฐ Finance
(7K)
freemium
8
UBS Safe: Digital security
UBS Safe: Digital security
UBS Safe: Digital security
For documents & passwords
Free

Securely store and manage important personal documents, passwords, and banking information. Access your encrypted data anytime, anywhere, with multiple authentication options for enhanced protection.

Store personal documentsManage passwordsAutomatic banking document storage
๐Ÿ’ฐ Finance
(21)
free
9
UBS WMJE: Mobile Banking
UBS WMJE: Mobile Banking
UBS WMJE: Mobile Banking
by UBS AG
Free
๐Ÿ’ผ Business
(0)
10
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
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
๐Ÿ’ฐ Finance
(37K)
free
11
UBS My Day
UBS My Day
UBS My Day
by UBS AG
Free

This app provides mobile access to UBS My Day features, helping employees navigate their workday. It allows for booking workspaces, checking lunch menus, finding colleagues and locations, and managing service requests.

Reserve workplacesView lunch menuFind people and places
๐Ÿ’ผ Business
(5)
free
12
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
๐Ÿ’ฐ Finance
(232)
free
13
Vennre: Wealth Management
Vennre: Wealth Management
Vennre: Wealth Management
Invest & Grow Private Wealth
Free

This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.

Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios
๐Ÿ’ฐ Finance
(11)
free with in-app purchases
14
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
by Summit Financial, LLC
Free

This app offers a secure and efficient platform for clients to manage their wealth. It facilitates real-time updates on financial planning strategies through features like secure messaging, video conferencing, and document sharing.

Secure messagingPrivate video conferencingDocument sharing
๐Ÿ’ผ Business
(1)
free
15
BNY Wealth Online
BNY Wealth Online
BNY Wealth Online
by The Bank of New York Mellon Corporation
Free

Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.

Manage consumer and investment accountsView account statements and tax documentsTransfer funds between accounts
๐Ÿ’ฐ Finance
(23)
free
16
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free

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.

View asset allocation by region, currency, and class360ยฐ view of entire Citi relationshipAccess holdings, performance, and activity
๐Ÿ’ฐ Finance
(60)
free
17
BIP ClientCare
BIP ClientCare
BIP ClientCare
Wealth Management for clients
Free

This application offers clients of BIP Wealth a focused view of their assets. It provides specific insights into their managed wealth, supporting a holistic approach to asset management.

Asset management insightsHolistic wealth approachClient-specific data
๐Ÿ’ผ Business
(11)
free
18
UBS Neo
UBS Neo
UBS Neo
by UBS AG
Free

Access in-depth investment research and market insights from a multi-asset class team. Explore a comprehensive library of reports, podcasts, and live trading commentary to enhance your investment strategy.

Multi-asset class investment insightsComprehensive research libraryPowerful search and regional filters
๐Ÿ’ฐ Finance
(3)
free
19
Starling - Mobile Banking
Starling - Mobile Banking
Starling - Mobile Banking
Good with money.
Free

Manage personal, business, and joint finances with a seamless mobile banking experience. Enjoy fee-free international transactions, advanced budgeting tools, and secure, human support. It offers features for individuals, families, and businesses, making banking simple and satisfying.

Fee-free overseas spending and ATM withdrawalsVirtual 'Spaces' for saving and budgetingReal-time payment notifications and spending insights
๐Ÿ’ฐ Finance
(2.7K)
free
20
Scotia Wealth Managementยฎ
Scotia Wealth Managementยฎ
Scotia Wealth Managementยฎ
by The Bank of Nova Scotia
Free

Access your investment accounts on the go. View your portfolio, asset mix, and account details. Download statements and tax slips securely from your mobile device.

View portfolio and account detailsSee asset mixDownload statements
๐Ÿ’ฐ Finance
(45)
free