242+ iOS apps curated and reviewed
Every iPhone needs a few good wealthscape apps. We benchmark 242+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.
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.
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.
This social network verifies your net worth, allowing you to ask financial questions and receive advice from verified multi-millionaires. Connect with peers, track your progress, and gain insights into wealth and finance.
Access your complete financial overview, including holdings, performance, and projected income. Securely communicate with your financial team and share important documents directly through the app. This application is exclusively for existing clients.
Consolidate all your financial accounts into a single view to track your net worth and compare it with others. This app fosters financial growth through gamification and community challenges, motivating users to achieve their financial goals.
Access your complete financial overview, track portfolio performance, and download reports. Connect directly with your financial advisor through this convenient mobile platform.
Access a library of videos, receive timely updates, and manage your content easily. Save your favorite posts for quick retrieval and enjoy a streamlined user experience.
Manage your wealth and investment accounts securely on the go. View balances, holdings, and recent transactions. Safely share documents with your financial team through a digital vault.
Manage your investment portfolio and financial goals with this app. It provides wealth reports, calculators, and a goal tracker, designed as an extension of a financial advisor's portfolio management system. Requires registration with your financial advisor.
This event app connects wealth management professionals for networking, training, and insights. Access your personalized agenda, browse profiles, participate in live sessions, and connect with other attendees. It's designed for registered participants of the Envestnet Elevate conference.
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.
Access professional financial industry publications, including research and articles on investment, wealth management, and retirement planning. Stay updated with the latest insights and share content with colleagues.
Manage your financial profile and access account information like balances, holdings, and activity. This app provides full features of the desktop version for anytime, anywhere access to your NetXInvestor account.
