Best Ufg Advisor Apps

215+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated April 2026

Whether you're new to ufg advisor or looking for an upgrade, our curated collection of 215+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Ufg Advisor

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
💰 Finance
4.6😐(7.3K ratings)
FreeAds
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Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts
Vanguard: Save, Invest, Retire#2

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Strong Contender
💰 Finance
4.6😞(177K ratings)
FreeAds
#56in Finance
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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.

What We Love

  • 🚀 Comprehensive investment app
  • 🤖 Exceptional way to recover lost funds
  • 👍 Majestic interface
  • 🤑 Best financial app

Room to Improve

  • 🕰️ Long wait times for customer service
  • 🐛 Inconsistent functionality
  • 🤯 Worthless app
Empower Personal Dashboard™#3

Empower Personal Dashboard™ by Personal Capital Corporation

Personal Capital
Worth Considering
💰 Finance
4.6😊(47K ratings)
Free
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Access a comprehensive personal finance management tool that consolidates all your accounts, tracks your net worth, aids in retirement planning, and monitors investments. Take charge of your financial future with Empower Personal Dashboard™. Visit https://www.empower.com/personal-investors/wealth-management.

What We Love

  • 🚀 Great tool and it's free
  • 👍 Tailored for user's needs
  • 👍 Very convenient
  • 👍 Love it and use it every day

Room to Improve

  • 🐛 App will not let u login
  • 🐛 Accounts Stopped Syncing
  • 🐛 Awful

More Ufg Advisor apps to explore

4
Titan: Your Investment Team
Titan: Your Investment Team
Titan: Your Investment Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

💰 Finance
(7K)
5
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

💰 Finance
(129K)
6
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

💰 Finance
(3.1M)
7
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

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.

💰 Finance
(11K)
8
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!

💰 Finance
(1.2K)
9
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

💰 Finance
(60K)
10
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

💰 Finance
(60K)
11
Principal®
Principal®
Principal®
Retire on your terms.
Free

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.

💰 Finance
(226K)
12
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.

💰 Finance
(80K)
13
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

💰 Finance
(9K)
14
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

💰 Finance
(433)
15
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

💰 Finance
(17K)
16
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

Meet an AI-powered investing app designed to help you build personalized investing plans, make informed decisions, and manage multiple brokerage accounts effortlessly. Explore a marketplace of 15,000 stocks and funds tailored to your financial goals, all while enjoying access to interactive tools and a commission-free brokerage. Subscribe for as little as $11 per month and start optimizing your investments today!

💰 Finance
(370)
17
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(109K)
18
FMG - Expert Advisor Marketing
FMG - Expert Advisor Marketing
FMG - Expert Advisor Marketing
by fmg Suite, LLC.
Free

Stay up-to-date and share timely finance content with clients using the FMG app. Pick your content, choose your audience, and share to social media platforms easily. Upgrade to Marketing Suite for convenient content sharing. Learn more at fmgsuite.com/mobile.

💼 Business
(282)
19
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

💰 Finance
(152)
20
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

💰 Finance
(3.4K)