231+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our usb wealth management list covers 231+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.
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.
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.
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.
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.
This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.
Access your financial portfolio and manage investments through a secure client portal. Track account performance, view statements, and stay updated on your financial goals. Designed for existing clients to easily manage their wealth.
Manage your global finances with real-time insights into your net worth. This app integrates bank accounts, property trackers, and investment portfolios for international investors. Track retirement goals, crypto, and stock portfolios seamlessly.
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 app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.
Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.
Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.
This app helps families align their finances with their goals through technology and coaching. It provides access to financial plans, investment performance, and cash flow, with direct messaging to advisors.
Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.
This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.
Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.
Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault. This app offers budgeting tools and interactive features for easy financial oversight.
This platform offers a comprehensive suite of financial management tools for investments, wealth management, and payment services. It provides real-time market insights, investment advice, and secure transaction processing for a streamlined user experience.
Manage your financial portfolio with an intuitive dashboard and interactive reports. Securely store and exchange documents with your wealth advisor through a dedicated vault. This finance app offers a comprehensive overview of your investments in a user-friendly mobile interface.
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.