87+ iOS apps curated and reviewed
With an average user rating of 4.6★, the what if financial pro 2026 category is one of the App Store's strongest. Browse all 87+ apps we track, sorted so the most loved ones surface first.
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.
Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.
Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.
This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.
Gain financial insights and stay ahead with independent analysis of future trends. Access articles, updates, and editor insights on the go to build and protect your wealth. Receive instant alerts for major developments and editor trade alerts.
This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.
Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.
This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.
This app helps you manage your finances by tracking spending and budgets. It offers professional guidance from a financial planner and provides tools to build your financial knowledge and evaluate purchases.
This AI-powered financial advisor analyzes your spending habits to provide personalized insights and actionable advice. It helps you understand where your money goes, identify potential issues, and make smarter financial decisions.
Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.
This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.
Define your financial freedom goals, track your net worth and cash flow, and forecast your future with powerful AI-driven insights. Uncover opportunities to accelerate your journey towards financial independence.
This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.
This app provides clients of a retirement planning firm with secure access to their financial information. View consolidated statements, billing details, and quarterly reports to stay informed about your retirement planning progress.
This app helps you break free from living paycheck to paycheck by leveraging psychology and human coaching. It guides you to make natural financial decisions that align with your brain's workings to achieve financial freedom and save for your goals.
This app serves as a single point of contact for managing various aspects of your financial life, allowing you to monitor your wealth management strategy in real-time and access expert commentary. It offers widgets for real-time article updates and push notifications for important news.