# Canopy Wealth

> Canopy Wealth (iPhone/iPad app by ERn Financial, LLC.)

- Source: https://appshunter.io/ios/app/canopy-wealth/id1438447216 (this page in markdown: same URL + `.md`)
- Developer: [ERn Financial, LLC](https://appshunter.io/developer/1438447215)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2018-10-10
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/canopy-wealth/id1438447216/reviews.md

## What is Canopy Wealth?

Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-18

- 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

### 5.22.1 — 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

### 5.19.0 — 2025-05-28

- 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

### 5.17.0 — 2025-01-28

- 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

### 5.14.0 — 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

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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 2026-07-24.*