249+ iOS apps curated and reviewed
Out of 249+ ullmann wealth partners apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | Jun 2026 |
| 2 |  | Free | 5.0★ (4) | No | No | Jun 2026 |
| 3 |  | Free | 5.0★ (1) | Yes | No | Jul 2026 |
| 4 |  | Free | 4.6★ (7K) | No | No | Jul 2026 |
| 5 |  | Free | — | No | No | May 2026 |
| 6 |  | Free | 5.0★ (2) | No | No | Jul 2026 |
| 7 |  | Free | 4.2★ (5) | No | No | Jun 2026 |
| 8 |  | Free | — | No | No | Jun 2026 |
Manage your investment accounts and monitor portfolio performance from anywhere. View account statements, allocations, and overall financial progress with this mobile tool.
This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.
This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.
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.
Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.
Access your investment portfolio, view financial reports, and connect with your dedicated team. This app requires existing client access.
This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.
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.
This app provides exclusive access for clients to view their financial portfolio, account information, and holdings. It offers comprehensive wealth management consulting services with a focus on transparency and client care. Data is updated daily.
Manage your finances holistically with this app. Access your portfolio, track progress, and securely share documents with your financial advisor on one intuitive platform.
This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.
Manage your entire financial landscape from your mobile device. Track net worth, view managed account details, and explore your investment portfolio breakdown all in one place. Designed for seamless wealth management on the go.
Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.