# ALCANCE FINSERV

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by ALCANCE FINSERV PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/alcance-finserv/id6456410158 (this page in markdown: same URL + `.md`)
- Developer: [ALCANCE FINSERV PRIVATE LIMITED](https://appshunter.io/developer/1700425253)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2023-08-17
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/alcance-finserv/id6456410158/reviews.md

## What is ALCANCE FINSERV?

ALCANCE FINSERV is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about ALCANCE FINSERV

### What types of financial assets can I track with ALCANCE FINSERV?

ALCANCE FINSERV allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I invest directly through ALCANCE FINSERV?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through ALCANCE FINSERV. The app tracks all your orders until the allotment of units for complete transparency.

### What reporting features are available in ALCANCE FINSERV?

ALCANCE FINSERV offers complete portfolio reports, historical performance reports, transaction statements for any period, and advanced capital gain reports. You can also download a one-click statement of account for any Asset Management Company in India.

### Does ALCANCE FINSERV offer any financial calculators?

Yes, ALCANCE FINSERV includes several useful calculators and tools such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How secure is my financial data with ALCANCE FINSERV?

ALCANCE FINSERV uses easy login via your Google email ID, suggesting integration with secure authentication methods. While specific security protocols are not detailed, the app focuses on providing a secure platform for managing sensitive financial information.

### Is ALCANCE FINSERV available on multiple devices?

ALCANCE FINSERV is currently supported on iPhone and iPad devices. This allows users to manage their finances conveniently on their Apple mobile devices.

### How often is ALCANCE FINSERV updated?

The latest version of ALCANCE FINSERV is 2.2.2, which was last updated on June 2, 2026. This indicates a commitment to ongoing development and feature enhancements.

### What is the user sentiment for ALCANCE FINSERV?

Based on the available data, ALCANCE FINSERV has a rating of 5.0 stars from 1 rating. This single rating suggests a highly positive initial user experience.

## Version history (last 5 releases)

### 2.2.3 — 2026-08-11

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 2.2.2 — 2026-06-02

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 2.1.6 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.1.1 — 2026-01-29

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 2.0.6 — 2025-11-07

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

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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 2026-08-19.*