# Bassam Wealth Management

> Mobile app for secure access to financial portfolios, investment tracking, and advisor communication. (iPhone/iPad app by Bassam Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/bassam-wealth-management/id6742460674 (this page in markdown: same URL + `.md`)
- Developer: [Bassam Wealth Management LLC](https://appshunter.io/developer/1798537542)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2025-03-10
- Data updated: 2026-08-03
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bassam-wealth-management/id6742460674/reviews.md

## What is Bassam Wealth Management?

The Bassam Wealth Management Mobile App provides you with easy access to your financial information at your fingertips. With this custom mobile app, you can securely view your portfolio, track your investments, and interact with your advisory team, all from your smartphone or tablet. Whether you are on the go or at home, managing your finances has never been easier.

Key Features of the App:

•View your portfolio performance and asset allocation in real-time.
•Monitor market trends and track investment progress.
•Stay connected with your advisor for personalized financial advice.
•Secure login and access to your financial data using advanced encryption.
•Manage your account information and access historical data easily.

Requirements: To use the Bassam Wealth Management Mobile App, you must be an authorized user with access to our mobile application. If you do not have access, please contact your Bassam Wealth Management advisor to request access and get started.
Once installed, the app allows for seamless integration within the Client Portal, so you can manage your wealth wherever you go.

## Key features

- View portfolio performance
- Track investment progress
- Connect with advisory team
- Secure login and data access
- Manage account information
- Access historical data


## Frequently asked questions about Bassam Wealth Management

### What is Bassam Wealth Management?

Bassam Wealth Management is a financial advisory service that offers a mobile app for clients to securely access their portfolios and track investments. The app allows for real-time performance viewing and communication with advisors.

### How secure is the Bassam Wealth Management app?

The app utilizes advanced encryption for secure login and access to your financial data. This ensures that your sensitive information is protected while you manage your accounts on the go.

### What devices support the Bassam Wealth Management app?

The Bassam Wealth Management app is available for iPhone, iPad, and iPod devices. It is designed to provide a seamless experience across Apple's mobile ecosystem.

### Is Bassam Wealth Management free to use?

Yes, the Bassam Wealth Management Mobile App is free to download and use for authorized clients. There are no additional charges for accessing your financial information through the app.

### How often is the Bassam Wealth Management app updated?

The app was last updated on March 7, 2026, with version 1.94. This indicates a commitment to regular updates and maintenance to ensure optimal performance and security.

### Can I view historical financial data with Bassam Wealth Management?

Yes, the app allows you to easily access and manage your account information, including historical data. This feature helps you review past performance and trends related to your investments.

### What is the age rating for Bassam Wealth Management?

The Bassam Wealth Management app has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### How do I get access to the Bassam Wealth Management app?

To use the Bassam Wealth Management Mobile App, you must be an authorized user. If you do not currently have access, please contact your Bassam Wealth Management advisor to request it.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-19

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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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 2026-08-03.*