Best Westlake Portfolio Apps

250+ iOS apps curated and reviewed

3.4 avg rating
20 free apps
Updated August 2026

If you already know My Westlake Portfolio, this is the deeper bench. 250+ westlake portfolio apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of August 2026.

Compare top Westlake Portfolio Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1My Westlake PortfolioMy Westlake PortfolioFree4.6โ˜… (7.4K)NoNoAug 2026
2SoFi: Bank, Invest & CryptoSoFi: Bank, Invest & CryptoFree4.7โ˜… (385K)NoNoAug 2026
3Next PortfolioNext PortfolioFreeโ€”NoNoJun 2026
4GeoWealthGeoWealthFreeโ€”โ€”NoMay 2026
5My SPSMy SPSFree2.0โ˜… (318)NoNoAug 2026
6Geojit: Mutual Fund, SIP AppGeojit: Mutual Fund, SIP AppFreeโ€”NoNoAug 2026
7Loop - by Total Home LendingLoop - by Total Home LendingFreeโ€”NoNoAug 2026
8CompleteBankDataCompleteBankDataFreeโ€”NoNoMay 2026

Top Picks for Westlake Portfolio

My Westlake Portfolio#1

My Westlake Portfolio by Westlake Services, Llc

Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(7.4K ratings)
Free
My Westlake Portfolio screenshot 1
My Westlake Portfolio screenshot 2
My Westlake Portfolio screenshot 3
My Westlake Portfolio screenshot 4
My Westlake Portfolio screenshot 5
My Westlake Portfolio screenshot 6

Manage your Westlake Portfolio Management accounts on the go. This app allows users to make payments, set up recurring payments, and access payoff information directly from their mobile device.

What We Love

  • ๐Ÿš€ Easy to use
  • โฑ๏ธ Convenient payments
  • ๐Ÿ‘ Great app
  • ๐Ÿ•ฐ๏ธ Time saver

Room to Improve

  • ๐Ÿค– Poor customer service
  • ๐Ÿ’ฐ Unnecessary fees
  • ๐Ÿ”‘ Login issues
SoFi: Bank, Invest & Crypto#2

SoFi: Bank, Invest & Crypto by Social Finance, LLC

Online Banking & Investing
Strong Contender
๐Ÿ’ฐ Finance
4.7๐Ÿ˜(385K ratings)
Free
#26in Finance
SoFi: Bank, Invest & Crypto screenshot 1
SoFi: Bank, Invest & Crypto screenshot 2
SoFi: Bank, Invest & Crypto screenshot 3
SoFi: Bank, Invest & Crypto screenshot 4
SoFi: Bank, Invest & Crypto screenshot 5
SoFi: Bank, Invest & Crypto screenshot 6

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

What We Love

  • ๐Ÿš€ Convenient all-in-one finance app
  • ๐Ÿ’ฐ Competitive interest rates on savings
  • ๐Ÿ‘ Intuitive and user-friendly interface
  • ๐Ÿ“ˆ Integrated investment platform

Room to Improve

  • ๐Ÿ› Buggy and unreliable account management
  • ๐Ÿ•ฐ๏ธ Slow money transfer and withdrawal process
  • ๐Ÿ’ธ Unwarranted account freezes and fund holds

More Westlake Portfolio apps to explore

4
GeoWealth
GeoWealth
GeoWealth
by GeoWealth Management, LLC
Free
๐Ÿ’ผ Business
(0)
5
My SPS
My SPS
My SPS
by Select Portfolio Servicing, Inc.
Free

Manage your mortgage account securely and conveniently 24/7. Make payments, set up auto-drafts, view statements, and review escrow details on the go. Access account information and upload documents easily.

Manage mortgage account 24/7Make mortgage paymentsSet up/modify auto-draft payments
๐Ÿ’ฐ Finance
(318)
free
6
Geojit: Mutual Fund, SIP App
Geojit: Mutual Fund, SIP App
Geojit: Mutual Fund, SIP App
Mutual Fund, SIP Investment
Free
๐Ÿ’ฐ Finance
(0)
7
Loop - by Total Home Lending
Loop - by Total Home Lending
Loop - by Total Home Lending
by Staunton Financial, Inc
Free
๐Ÿ’ฐ Finance
(0)
8
CompleteBankData
CompleteBankData
CompleteBankData
Smart Lending, in Your Pocket
Free
๐Ÿ’ผ Business
(0)
9
Edgestone
Edgestone
Edgestone
by EventMobi
Free
๐Ÿ’ผ Business
(0)
10
Valitana Vantage
Valitana Vantage
Valitana Vantage
Trade and Portfolio Management
Free
๐Ÿ’ฐ Finance
(0)
11
Holborn Assets
Holborn Assets
Holborn Assets
Your Finances, In Your Control
Free
๐Ÿ’ฐ Finance
(0)
12
R&A Client Connect
R&A Client Connect
R&A Client Connect
by Rogan and Associates
Free
๐Ÿ’ฐ Finance
(0)
13
Columbia Trust Company
Columbia Trust Company
Columbia Trust Company
by Columbia Banking System, Inc.
Free
๐Ÿ’ฐ Finance
(0)
14
Nestegg Pro
Nestegg Pro
Nestegg Pro
by NESTEGG WEALTH SOLUTIONS LLP
Free
๐Ÿ’ฐ Finance
(0)
15
BlueSky Portal
BlueSky Portal
BlueSky Portal
by BlueSky Wealth Advisors, LLC
Free
๐Ÿ’ฐ Finance
(0)
16
IRIS Wealth
IRIS Wealth
IRIS Wealth
Connect to your Wealth
Free
๐Ÿ’ฐ Finance
(0)
17
Orion Portfolio Solutions
Orion Portfolio Solutions
Orion Portfolio Solutions
by Orion Portfolio Solutions, LLC
Free

Access your account balances and reports held at Orion Portfolio Solutions. This app is designed for both clients and advisors to view financial information.

Account balance viewingReport accessClient portal
๐Ÿ’ผ Business
(19)
free
18
Select Lending Services
Select Lending Services
Select Lending Services
by Select Lending Services LLC
Free
๐Ÿ’ฐ Finance
(0)
19
Regent Financial Mortgage
Regent Financial Mortgage
Regent Financial Mortgage
by Regent Financial Group, Inc.
Free
๐Ÿ’ฐ Finance
(0)
20
midix.finance
midix.finance
midix.finance
Portfolio Management System
Free
๐Ÿ’ฐ Finance
(0)

FAQ about Westlake Portfolio

What are the best westlake portfolio apps for iPhone?
My Westlake Portfolio tops our westlake portfolio apps ranking as of August 2026, with a 4.6-star average from 7.4K App Store ratings, and it's free to download.
Yes โ€” 20 of the top westlake portfolio apps we rank are free to download, including My Westlake Portfolio and SoFi: Bank, Invest & Crypto.
My Westlake Portfolio has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 250+ westlake portfolio apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The app allows Westlake Portfolio Management account holders to manage their accounts directly from their mobile devices. Key features include making payments, signing up for recurring payment plans, and accessing payoff information.
This app is designed for existing account holders of Westlake Portfolio Management. It provides a convenient way for them to manage their financial accounts and make payments on the go.

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