# Alliance Wealth

> Personal finance portal for balance sheet and investment account management. (iPhone/iPad app by Alliance Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/alliance-wealth/id1380304288 (this page in markdown: same URL + `.md`)
- Developer: [Alliance Wealth Advisors, LLC](https://appshunter.io/developer/1380304287)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2018-05-14
- Data updated: 2026-10-22
- Monetization: free

## What is Alliance Wealth?

Your Alliance Client Portal can help with: 
 -Monitoring your personal balance sheet 
 -View your investment accounts managed by Alliance 
 -Store, share, and send key documents with our team of advisors 
 -Link external accounts by using our account aggregation tool

## Key features

- Monitor personal balance sheet
- View investment accounts
- Store and share documents
- Link external accounts
- Account aggregation tool

## Is Alliance Wealth safe?

Not enough ratings yet to assess Alliance Wealth.

## Is Alliance Wealth legit?

Alliance Wealth appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for Alliance Wealth is 73 out of 100 points across 7 verification signals from App Store and developer data.


## Frequently asked questions about Alliance Wealth

### What can Alliance Wealth be used for?

Alliance Wealth allows you to monitor your personal balance sheet, view investment accounts managed by Alliance, and securely store or share key documents with your advisors. It also enables linking external accounts for a complete financial picture.

### Is Alliance Wealth free to use?

Yes, Alliance Wealth is available for free. The app does not require any payment to download or use its core features.

### What devices does Alliance Wealth support?

Alliance Wealth is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available on Android.

### How secure is Alliance Wealth?

While specific security measures are not detailed, the app's function of storing and sharing sensitive financial documents suggests a focus on security. Users can link external accounts for a consolidated view of their finances.

### How often is Alliance Wealth updated?

The latest version is 5.22.1, and the app was last updated on February 4, 2026. This indicates a commitment to regular updates and maintenance.

### What is the age rating for Alliance Wealth?

Alliance Wealth has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application.

### Does Alliance Wealth have ads?

No, Alliance Wealth does not contain advertisements. As it is a free application without ads, users can expect an uninterrupted experience.

### What is the user sentiment for Alliance Wealth?

Alliance Wealth has received an excellent rating of 5.0 stars from 4 ratings, indicating a very positive user reception based on the available data.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-04

- 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

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.4 — 2023-12-11

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.0 — 2023-08-31

Bug fixes and performance enhancements.

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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 2026-10-22.*