# 3Roots Client Portal

> 3Roots Client Portal (iPhone/iPad app by 3Roots Wealth Partners LLC.)

- Source: https://appshunter.io/ios/app/3roots-client-portal/id6754984003 (this page in markdown: same URL + `.md`)
- Developer: [3Roots Wealth Partners LLC](https://appshunter.io/developer/1851239955)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2025-11-10
- Data updated: 2026-02-08
- User reviews in markdown: https://appshunter.io/ios/app/3roots-client-portal/id6754984003/reviews.md

## What is 3Roots Client Portal?

Rooted in Trust. Growing Together. 
 
 The 3Roots Client Portal is your secure, personalized gateway to your financial world. Designed exclusively for clients of 3Roots Wealth Partners, our app brings transparency, convenience, and clarity to your wealth journey — anytime, anywhere. 
 
 With an intuitive, modern interface, you can: 
 
 Access your accounts and view up-to-date balances and holdings 
 
 Track performance and monitor progress toward your financial goals 
 
 Review and share documents safely and efficiently 
 
 Stay connected with your 3Roots advisory team through a seamless communication experience 
 
 Receive updates on portfolio activity, financial planning milestones, and important firm announcements 
 
 Built on industry-leading technology and safeguarded with institutional-grade security, the 3Roots Client Portal ensures your personal and financial data remain protected at all times. 
 
 At 3Roots Wealth Partners, we believe wealth is about clarity, confidence, and connection — and our client portal is designed to keep all three at the root of your experience.


## Version history (last 2 releases)

### 5.22.1 — 2026-02-07

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.20.4 — 2025-11-10

No release notes.

## Apps similar to 3Roots Client Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [HUNT Mortgage Corporation](https://appshunter.io/ios/app/hunt-mortgage-corporation/id6737916795) | — | Free | Finance |
| [Altruist Client](https://appshunter.io/ios/app/altruist-client/id1498498855) | 4.8 (1,187) | Free | Finance |
| [Complete ID: Safe Browser](https://appshunter.io/ios/app/complete-id/id1606413488) | 4.0 (1) | Free | Finance |
| [Tegus](https://appshunter.io/ios/app/tegus/id1517472217) | 4.6 (29) | Free | Finance |
| [First Financial Mortgage Texas](https://appshunter.io/ios/app/first-financial-mortgage-texas/id1374957654) | 4.8 (13) | Free | Finance |
| [Complete ID](https://appshunter.io/ios/app/complete-id/id1144577035) | 1.7 (71) | Free | Finance |

## Related topics

[3roots client portal](https://appshunter.io/ios/topics/3roots-client-portal) · [3roots wealth partners llc](https://appshunter.io/ios/topics/3roots-wealth-partners-llc)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-02-08.*