# BCA Wealth

> BCA Wealth (iPhone/iPad app by Ballentine Capital Advisors, Inc.)

- Source: https://appshunter.io/ios/app/bca-wealth/id1528537214 (this page in markdown: same URL + `.md`)
- Developer: [Ballentine Capital Advisors, Inc](https://appshunter.io/developer/1528537216)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2020-08-21
- Data updated: 2026-01-31
- User reviews in markdown: https://appshunter.io/ios/app/bca-wealth/id1528537214/reviews.md

## What is BCA Wealth?

This Mobile App allows you to view account information, and balances.


## Version history (last 4 releases)

### 5.20.1 — 2025-09-12

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-06

- 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

### 5.13.2 — 2024-07-09

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.3.0 — 2020-08-21

No release notes.

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## Related topics

[bca pro](https://appshunter.io/ios/topics/bca-pro)

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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 2026-01-31.*