# Agilis Wealth — Agilis Wealth helps individual

> Agilis Wealth helps individual (iPhone/iPad app by AGILIS ACCOUNTANTS AND ADVISORS PTY LTD.)

- Source: https://appshunter.io/ios/app/agilis-wealth/id1340073741 (this page in markdown: same URL + `.md`)
- Developer: [AGILIS ACCOUNTANTS AND ADVISORS PTY LTD](https://appshunter.io/developer/1340073740)
- Category: Business, Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 14.0 · 106 MB
- Languages: English, French, German, Japanese, Portuguese, Russian, Chinese, Spanish, Chinese, Ukrainian
- Released: 2018-01-31
- Data updated: 2026-07-04
- User reviews in markdown: https://appshunter.io/ios/app/agilis-wealth/id1340073741/reviews.md

## What is Agilis Wealth?

Agilis Wealth is a personal wealth app that helps you track and manage your entire financial world.

*Description:*

Having difficulty understanding your financial position? The solution is Agilis Wealth.

Agilis Wealth is an easy to use app that gathers all your information in one place, giving you a clear overview of your financial position. Get connected to your finances in just minutes, and with bank level security, your data has never been safer.

What features are available with Agilis Wealth?

Live Financial Snapshot
Give yourself greater control with up-to-date access to everything you own and owe – including bank accounts, credit cards, properties, cars, loans and mortgages.

Cash Flow
Keep track of your money with the auto-categorisation of income and expenses.

Digital Document Signing
Save time and paper by signing important documents digitally, on any device.

Goals
Saving to buy property? Retire? Start a family? Achieve it with our Goals feature, which helps you budget for success.

Connect to a professional
Connect with your adviser or accountant and request services when you need them. Agilis Wealth provides your finance professional with valuable data that they can use to assist you.

Tax Time
Make tax time easy with all your financial data and documents stored securely in the cloud.

Take control of your finances and download the Agilis Wealth app today.

(Logbook function will uses location background mode, which may dramatically decrease battery life)


## Version history (last 5 releases)

### 6.16 — 2026-06-30

Stability: fixed several rare crashes around login, notifications, task editing, and @mentions. iOS 26: cleaned up double border on text input fields. Notifications: resolved a crash that could occur when a digital form push arrived while certain screens were open.

### 6.15 — 2026-05-18

Overall stability improved and document signing improvements.

### 6.14 — 2026-04-27

This version fixed serveral bugs

### 6.12 — 2026-02-28

This version fixed serveral bugs

### 6.08 — 2025-12-11

This version fixed serveral bugs

## Apps similar to Agilis Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [RE/MAX Success Tenant Portal](https://appshunter.io/ios/app/remax-success-tenant-portal/id1567048183) | — | Free | Business |
| [iseekplant Seeker](https://appshunter.io/ios/app/iseekplant-seeker/id1136938600) | — | Free | Business |
| [Stems One](https://appshunter.io/ios/app/stems-one/id1535478809) | — | Free | Business |

---

*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 2026-07-04.*