234+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our usb wealth management list covers 234+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.
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.
Access your finances securely with our app designed for convenient e-banking login. Streamlined and secure access to manage your accounts easily. Download now for hassle-free financial management.
An investment app designed to help users easily track and manage their investment portfolios with real-time updates, personalized recommendations, and insightful analytics. Start making informed investment decisions today with our user-friendly platform.
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.
This all-in-one financial management platform provides a comprehensive and secure solution for investment needs, wealth management, and payment services, offering real-time market updates, investment advice, and seamless transactions. With state-of-the-art technology, users can manage their investments, receive notifications, and stay informed on market news and services.
This client portal allows users to manage their wealth and access financial information in one place. It provides a secure and convenient way to stay on top of your financial situation and make informed decisions about your wealth.
This mobile app helps you manage your finances by providing real-time access to your account information, investment holdings, and financial planning tools. With the app, you can stay on top of your financial situation and make informed decisions, and if needed, reach out to your team for assistance.
This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.
This application helps families manage their finances and achieve financial freedom by providing access to their financial plan, investment performance, and cash flow, as well as direct messaging with their advisors. By using this app, users can easily keep track of their financial life and work towards their goals with the guidance of experienced professionals.
This mobile app allows Legacy Wealth clients to access their portfolio data in a simple and elegant interface. Download the app to easily view your portfolio information, if you're a Legacy Wealth client.
Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.
This application provides next-generation portfolio reporting, allowing users to effortlessly monitor their investments and overall financial picture in a secure and safe environment. It offers a range of features, including detailed performance analytics, account aggregation, retirement planning, and advanced financial calculators, to help users take control of their financial management.
Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.
This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
This mobile app offers a comprehensive financial dashboard, interactive reports, and budgeting tools, allowing users to manage their finances securely and easily. With features like a dynamic investment overview and a secure document vault, users can take control of their financial picture and stay organized.
This mobile app offers a secure and user-friendly platform to manage your finances, providing an interactive dashboard, dynamic reports, and a document vault. With this app, you can easily track your portfolio, access investment information, and collaborate with your wealth advisor.
This wealth management application enables secure and private collaboration between high-net-worth individuals and experienced advisors, allowing users to manage their wealth effectively from anywhere. With this platform, users can work with advisors in a compliant and confidential environment, taking control of their financial management needs.
This mobile app provides wealth management clients with unique insights into their assets, offering a holistic approach to asset management. Download the app to take control of your financial portfolio and access personalized information on your investments.