Morningstar for Advisors app icon

Apps Like Morningstar for Advisors for iPhone and iPad

by Morningstar, Inc.★ 3.812 ratingsFinanceFreeData updated 2026-09-06
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Morningstar for Advisors screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Morningstar for iPad app icon

    Morningstar for iPad

    Morningstar, Inc.

    Track portfolios, research stocks, monitor markets

    Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.

    ★ 4.58,878 ratingsFinanceFreeData updated 2026-09-08
    App details
  2. Morningstar Investor app icon

    Morningstar Investor

    Morningstar, Inc.

    Track investments, analyze portfolios, set goals

    Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
    App details
  1. Bloom: AI for Investing app icon

    Bloom: AI for Investing

    Bloom Investing LLC

    Get instant portfolio analysis and guidance

    Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.

    ★ 4.8171 ratingsFinanceFreeData updated 2026-09-15
    App details
  2. Firstrade: Invest & Trade app icon

    Firstrade: Invest & Trade

    Firstrade Securities Inc

    In stocks, ETFs, and options

    Stocks, ETFs, and options with zero commissions. Manage brokerage and IRA accounts in one . Deposit funds without minimum requirements. Track investments and view performance metrics. Set up options trades securely without additional fees.

    ★ 4.78,847 ratingsFinanceFreeData updated 2026-09-08
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  13. Wealthbox app icon

    Wealthbox

    Starburst Labs, Inc.

    Manage client data and track firm activities

    Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.

    ★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16
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  15. CV Advisors app icon

    CV Advisors

    CV ADVISORS LLC

    View portfolios, track investments, stay informed

    View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.

    ★ 5.015 ratingsBusinessFreeData updated 2026-09-09
    App details
  16. Fiducient Advisors app icon

    Fiducient Advisors

    Fiducient Advisors LLC

    View portfolio data securely

    View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.