Friday, June 14, 2024

Top 10 best iPad Apps for Wealth Management

Day by day the demand for iPads has been increasing. When there is such a huge demand, the users should definitely be given more. For this purpose, Apple has introduced numerous useful apps and the most important section of apps introduced by them are apps for wealth. The 10 best iPad apps for wealth management are mentioned below.

Let’s get started!

10 Best iPad Apps for Wealth Management 

1. PocketMoney 

This app can be considered as the top 10 best iPad apps for wealth managers. It is featured with a budget bar panel and indicates your money that is spent every month and also identifies the areas of savings. With the help of this app, you can surely manage your investments, accounts, transactions etc. in an effective manner.

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  • Automated Expense Tracking: Automatically categorizes and tracks your expenses to help you manage your budget more efficiently.
  • Investment Insights: Offers insights and analytics on your investments, helping you make informed decisions.
  • Multi-Currency Support: Manage and track your finances in different currencies seamlessly.
  • Report Generation: Create detailed financial reports to analyze your financial health over time.

2. HomeBudget (with Sync) 

In this app, you need to enter your income and expenses and with these figures, the app will display a graphical breakdown as to how the money is performing. Multiple accounts can be tracked with the help of this application.


  • Synchronization: Sync data across multiple devices to manage your budget collaboratively with family members or partners.
  • Graphical Breakdown: Visual representation of your financial status, helping you understand your financial health at a glance.
  • Expense Splitting: Easily split expenses with others, facilitating group budget management.
  • Recurring Transactions: Set up recurring transactions for fixed expenses, saving time on manual entries.

3. Bloomberg 

This app is meant to check the rate of your stocks and will provide  idea on the investment strategy. This can be an amazing app for the professional traders as well as the amateur traders.



  • Real-Time Stock Updates: Get the latest updates on stock prices and market trends.
  • Customized Alerts: Set up alerts for your favorite stocks and receive notifications when significant changes occur.
  • Expert Analysis: Access expert analyses and opinions to guide your investment strategies.
  • Portfolio Management: Manage and track your investment portfolio efficiently.

4. Easy Books 

For the self-employed people, maintaining a lot of accounts and books is often a problem. With the help of this app, bookkeeping can be easily done. It facilitates a great invoicing system as well.

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  • Invoicing System: Create and manage invoices efficiently, with customizable templates.
  • Financial Reporting: Generate detailed financial reports to keep track of your business’s financial health.
  • Multi-User Access: Allow multiple users to access and manage the accounts, facilitating collaborative work.
  • Data Backup and Restore: Securely backup your data and restore it whenever necessary, preventing data loss.

5. The Wall Street Journal 

 The official app of this international daily is available with amazing quality. The interactive pages featured in this app makes it extremely appealing. You can also get detailed information on the financial times as well.


  • Interactive Pages: Engaging and interactive content that offers a rich user experience.
  • Real-Time News: Stay updated with the latest financial news and market trends.
  • Personalized Content: Customize your news feed based on your preferences and interests.
  • Podcasts and Videos: Access a wide range of podcasts and videos for in-depth analysis and insights.

6. PayPal 

 With PayPal being installed on your iPad, online shopping can be done with just a go! It definitely facilitates a secure way of payment.



  • Secure Payments: Make secure online payments with advanced encryption technology.
  • Quick Transfers: Quickly transfer money to friends, family, or businesses.
  • Mobile Wallet: Carry your digital wallet everywhere, facilitating easy and quick payments.
  • Transaction History: Keep track of all your transactions easily with a detailed history.

7. Account tracker 

This app can be considered an amazing budgeting tool. It facilitates account tracking, expense management and a lot more. With this app, you can get a view of the condition of all the money that you have.


  • Comprehensive Dashboard: Get a holistic view of your financial status from a single dashboard.
  • Expense Management: Categorize and track your expenses to manage your budget effectively.
  • Alerts and Reminders: Set up alerts and reminders for bill payments to avoid late fees.
  • Multi-Account Support: Manage multiple accounts from a single platform, making it easier to track your overall financial health.

8. powerOne Finance Calculator 

 With this calculator, you can calculate a lot of things such as return on investment, depreciation, compound growths, profit margins and many other things. Hence, it can be considered the best app for account managers.


  • Advanced Calculations: Perform complex financial calculations such as ROI, depreciation, and compound growth.
  • Customizable Templates: Create and save customizable templates for frequent calculations.
  • Historical Data: Access historical data for accurate financial forecasting and planning.
  • Sharing Options: Share your calculations and data with others easily.

9. iCurrency Pad 

If you are dealing with foreign currencies, then this app can prove to be something brilliant. It facilitates easy currency conversion and is also easy to operate.

iCurrency Pad


  • Real-Time Currency Conversion: Get real-time currency conversion rates for accurate financial transactions.
  • Historical Exchange Rates: Access historical exchange rates for better financial planning.
  • Currency Trends and Charts: Visualize currency trends with detailed charts and graphs.
  • Favorites List: Save your frequently used currencies in a favorites list for quick access.

10. Meter readings 

This will display the projection of energy usage of various things like water, gas, electricity etc. in the form of graphs. This will prove to be one of the best money-saving apps.


  • Energy Usage Projection: Get projections of your energy usage, helping you plan your consumption.
  • Graphical Representation: Visualize your energy consumption patterns through graphical representations.
  • Cost Estimation: Estimate the cost of your energy usage based on current rates.
  • Alerts and Notifications: Set up alerts to be notified of unusual energy consumption patterns, helping you save money.

Wrapping up! 

In the digital age, managing your finances efficiently is at your fingertips with the right apps. Whether you are looking to streamline your budget, stay updated on market trends, or find smarter ways to save, there is an app tailored to meet your needs. From the detailed financial insights offered by PocketMoney to the real-time currency conversion facilitated by iCurrency Pad, each app on this list brings a unique set of features to the table, designed to enhance your financial literacy and empower you with the tools to secure a prosperous future.

As you navigate your financial journey, leverage these top 10 iPad apps for wealth management to not only manage your wealth but to also foster growth. Remember, the first step towards financial freedom is being informed and staying organized. Make the most of these apps to carve out a path of financial stability and success. Happy budgeting!

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Mahak Sharma
Mahak Sharma
Sharma is the Lead-Instructional Designer at Pen Pundit. She takes care of all academic projects acquired and undertaken by the company. In her free time, she will be found fighting for animal rights.

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