# Bellwether

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by Bellwether Associates LLP.)

- Source: https://appshunter.io/ios/app/bellwether/id1072358459 (this page in markdown: same URL + `.md`)
- Developer: [Bellwether Associates LLP](https://appshunter.io/developer/1072358458)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 93 MB
- Languages: American English
- Released: 2016-01-18
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bellwether/id1072358459/reviews.md

## What is Bellwether?

Bellwether is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Transaction statement generation
- Online mutual fund investment
- SIP and retirement calculators
- Insurance premium tracking


## Frequently asked questions about Bellwether

### What financial assets can I track with Bellwether?

Bellwether allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are consolidated in one place for easy monitoring.

### Can I invest directly through Bellwether?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Bellwether. The app provides transparency by tracking all your orders until the allotment of units.

### What kind of reports can I download from Bellwether?

Bellwether offers a complete portfolio report download, including all assets. You can also generate transaction statements for any period and download a 1-Click Statement of Account for any Asset Management Company in India.

### Does Bellwether offer any financial calculators?

Yes, Bellwether includes several useful calculators and tools such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

### How secure is Bellwether for managing my financial data?

While specific security protocols are not detailed, the app is designed for wealth management, implying a focus on data protection. Users can manage their complete financial portfolio with confidence.

### What devices is Bellwether supported on?

Bellwether is available for iPhone and iPad users. The app is designed to provide a seamless experience across these Apple devices.

### How frequently is Bellwether updated?

The latest version of Bellwether is 2.7.9, last updated on March 10, 2026. This indicates regular updates to enhance functionality and user experience.

### Does Bellwether have ads?

No, Bellwether does not contain advertisements. As a free application, it focuses on providing an uninterrupted wealth management experience without any ad interruptions.

## Version history (last 5 releases)

### 2.7.9 — 2026-03-10

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.7.4 — 2026-01-15

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 2.6.9 — 2025-11-12

- AMFI links Updated

- Contact Screen for RIA

- Improved My Journey So Far

- Escalation Matrix in Profiles

- Add Nominee in Profile List

### 2.6.8 — 2025-10-20

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 2.6.1 — 2025-09-10

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes

## Apps similar to Bellwether

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Tiger Wealth](https://appshunter.io/ios/app/tiger-wealth/id1563871109) | — | Free | Finance |
| [RIQR](https://appshunter.io/ios/app/riqr/id1334108163) | 5.0 (1) | Free | Finance |
| [Secure Life](https://appshunter.io/ios/app/secure-life/id1585642164) | — | Free | Finance |
| [AFWealth](https://appshunter.io/ios/app/afwealth/id6742318767) | — | Free | Finance |
| [Sadhnidhi Wealth](https://appshunter.io/ios/app/sadhnidhi-wealth/id6743759726) | — | Free | Finance |
| [WealthCrest](https://appshunter.io/ios/app/wealthcrest/id6739533772) | 5.0 (1) | Free | Finance |

---

*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 2026-06-04.*