# AZA Client Portal

> AZA Client Portal (iPhone/iPad app by Insight 2811, Inc..)

- Source: https://appshunter.io/ios/app/aza-client-portal/id6738355434 (this page in markdown: same URL + `.md`)
- Developer: [Insight 2811, Inc.](https://appshunter.io/developer/1775419844)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-11-18
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/aza-client-portal/id6738355434/reviews.md

## What is AZA Client Portal?

As a client of AZA Capital Management, you can stay connected to your investments from any mobile device. This application provides quick and easy access to your financial plan, portfolio allocation, performance reports, and key documents in a simple, elegant interface. 
 
 Requirements: You need to be a client of AZA Capital Management with proper authorization. If you would like to request access, please contact your service team at AZA Capital Management.


## Version history (last 3 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.4 — 2024-11-19

No release notes.

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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 2026-06-01.*