Compare the Top Financial Research Apps for iPhone as of January 2026

What are Financial Research Apps for iPhone?

Financial research software is software to analyze market data, economic trends, and investment opportunities. It provides users with real-time financial data, historical performance metrics, and predictive analytics to support informed decision-making. The software often includes features like stock screening, portfolio analysis, risk assessment, and integration with financial news sources. It is widely used by investors, analysts, and financial institutions to conduct due diligence, develop trading strategies, and assess economic conditions. Advanced platforms may also incorporate AI-driven insights, automation, and customizable reports to enhance research efficiency. Compare and read user reviews of the best Financial Research apps for iPhone currently available using the table below. This list is updated regularly.

  • 1
    Koyfin

    Koyfin

    Koyfin

    Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, model portfolios, macro data and custom dashboards.
    Starting Price: Free
  • 2
    Bipsync

    Bipsync

    Bipsync

    Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research.
  • 3
    Bloomberg

    Bloomberg

    Bloomberg

    Bloomberg is the global leader in business and financial data, news and insight. Using the power of technology, we connect the world’s decision makers to accurate information on the financial markets, and help them make faster, smarter decisions. Many companies search for a purpose, Bloomberg was born with one, to change the world for the better. It’s there in our products, which started a revolution in financial markets that reverberates to this day. It’s felt by our people, who we invest in through every stage of their careers. And it’s proven by our actions, which harness the resources, skills and profits of our company to transform lives around the world through the power of data. We believe profit and principles are not mutually exclusive. They reinforce one another. And doing the right thing, by our people, our customers, our communities and our planet, is also the best thing for our business.
    Starting Price: $0.99 per month
  • 4
    VantagePoint

    VantagePoint

    VantagePoint

    We forecast for over 2,300 stocks, ETFs, Futures, Forex Pairs, and cryptocurrencies. Each one uses up to 90 input values to calculate daily predictive indicators. Each input uses up to 7 values to be calculated. That makes up to 630 data points per market or 1,450,000 for all supported markets daily. VantagePoint helps traders preserve their hard-earned capital and create real wealth. Alerts on whether the market is expected to make a top or bottom over the next 48-hours. A suite of other predictive leading indicators and technical tools that identify optimal entries and exits. The confidence to take the right trades at the right time to maximize profits. Learn how to forecast market trends 72 hours in advance with up to 87.4% accuracy (documented and verified). VantagePoint’s high-probability forecasts of market trend direction helps traders anticipate changes in price direction, rather than merely identifying trends after the fact, and gives them confidence to take trading signals.
    Starting Price: $2900 one-time payment
  • 5
    Backstop

    Backstop

    Backstop Solutions Group

    Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.
  • 6
    S&Q Capital IQ Pro
    Uncover relevant insights, faster. Use our real-time market monitoring dashboard, data visualization tools, and search capabilities to separate the immaterial from the invaluable. Dive deep into company data and enjoy constant updates to its quantity and quality. Seamlessly power your proprietary models and streamline presentations with our easy-to-use Excel add-in and suite of Office Tools. Access a library of hundreds of ready-to-use models and templates, or partner with our support analysts to build your own. Integrate data from Excel to PowerPoint or Word with fewer errors and refresh formulas in Excel with just one click. Instantly find information across companies, news, documents, research, transcripts and investor presentations with our smart search tool. Drill down to the data you need using custom formulas and filters. The new and improved document viewer incorporates AI-based search to speed up your discoverability process for text-based insights.
  • 7
    Tamale RMS

    Tamale RMS

    SS&C Advent

    Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals.
  • 8
    VerityRMS
    Cloud-based investment research management software that centralizes research activities for fundamental investors. The platform aggregates data from multiple sources, provides customizable dashboards, and offers search capabilities to help locate critical information. VerityRMS includes collaborative features such as in-app commenting, live document editing, and shared calendars that facilitate team communication regardless of location. The system automates reporting functions, tracks research activities, and incorporates workflow tools that optimize lag time in investment processes. VerityRMS accommodates various asset classes including public equity, private equity, and fixed income while maintaining enterprise-grade security standards.
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