# APW Portal

> APW Portal (iPhone/iPad app by Arbor Private Wealth, LLC.)

- Source: https://appshunter.io/ios/app/apw-portal/id1601486475 (this page in markdown: same URL + `.md`)
- Developer: [Arbor Private Wealth, LLC](https://appshunter.io/developer/1601486477)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-12-22
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/apw-portal/id1601486475/reviews.md

## What is APW Portal?

Clients of Arbor Private Wealth can access their most important financial information at one convenient place - the Arbor Private Wealth Portal. Conveniently review your investment accounts and latest performance reports. Keep track of outside account balances for bank accounts, mortgages, 401Ks, and credit cards. Keep your latest financial plan at the tip of your finger so you always know where you stand.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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 — 2023-12-18

- 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.

### 5.4.0 — 2023-02-23

Bug fixes and performance updates

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## Related topics

[apw portal](https://appshunter.io/ios/topics/apw-portal)

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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 2026-05-14.*