# ADVO by Advocus Private Wealth

> Secure client portal for wealth management and financial planning. (iPhone/iPad app by Summit Financial, LLC.)

- Source: https://appshunter.io/ios/app/advo-by-advocus-private-wealth/id6444281616 (this page in markdown: same URL + `.md`)
- Developer: [Summit Financial, LLC](https://appshunter.io/developer/1653563196)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 14.0 · 134 MB
- Languages: Arabic, Bosnian, Bulgarian, Croatian, Dutch, English, French, German, Hungarian, Indonesian and 12 more
- Released: 2022-11-11
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/advo-by-advocus-private-wealth/id6444281616/reviews.md

## What is ADVO by Advocus Private Wealth?

Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We created our app, ADVO, exclusively for our clients.

ADVO provides a seamless experience from the convenience of your mobile device. Use ADVO to connect with our team and stay updated on your financial planning strategy in real time. With interactive capabilities such as secure messaging, private video conferencing, document sharing, e-signature, and more, ADVO provides you with a safe and efficient platform to conveniently and securely manage your wealth.

## Key features

- Secure messaging
- Private video conferencing
- Document sharing
- E-signature capabilities
- Real-time financial strategy updates
- Client-exclusive platform


## Frequently asked questions about ADVO by Advocus Private Wealth

### What is ADVO?

ADVO is a mobile application created exclusively for clients of Advocus Private Wealth. It provides a secure and convenient platform for managing wealth and financial planning strategies in real-time.

### Is ADVO free to use?

Yes, ADVO is available for free download and use by Advocus Private Wealth clients. There are no in-app purchases or subscription fees associated with its core functionality.

### What devices does ADVO support?

ADVO is available on iPhone, iPad, and iPod devices. The app is designed to offer a seamless experience across these Apple platforms.

### How secure is ADVO for managing wealth?

ADVO is built with security in mind, offering features like secure messaging, private video conferencing, and document sharing. It provides a safe and efficient platform for clients to manage their sensitive financial information.

### Can I connect with my advisor through ADVO?

Yes, ADVO allows you to connect with your Advocus Private Wealth team. You can stay updated on your financial planning strategy in real-time and communicate securely through the app.

### What kind of financial documents can I share on ADVO?

The app supports document sharing, enabling clients to conveniently and securely exchange necessary financial documents with their advisors. Specific document types are not detailed but the feature is available for wealth management needs.

### How often is ADVO updated?

The latest version of ADVO is 10.8.5, last updated on April 13, 2026. This indicates a commitment to regular updates and maintenance for the application.

### What is the age rating for ADVO?

ADVO has an age rating of 17+. This is typical for financial and business applications that handle sensitive personal and financial information.

## Version history (last 5 releases)

### 10.8.5 — 2026-04-13

10.8.5 Version Update
- Performance Enhancement
- Bug Fixes

### 10.8.2 — 2026-03-20

10.8.2 Version Update
- Performance Enhancement
- Bug Fixes

### 10.6.2 — 2026-01-16

10.6.2 Version Update
- Performance Enhancement
- Bug Fixes

### 10.5.3 — 2025-11-13

- bug fixes

### 10.3.1 — 2025-09-17

10.3.1 Version Update
- Performance Enhancement
- Bug Fixes

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*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 2026-06-04.*