# Certus WM

> Mobile access to financial account information and advisor communication. (iPhone/iPad app by Certus Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/certus-wm/id6443831910 (this page in markdown: same URL + `.md`)
- Developer: [Certus Wealth Management, LLC](https://appshunter.io/developer/1649763774)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2022-10-15
- Data updated: 2026-06-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/certus-wm/id6443831910/reviews.md

## What is Certus WM?

This Mobile App allows you to view account information, balances, allocation, and easily contact your advisor.

## Key features

- View account information
- Check balances
- See asset allocation
- Contact advisor
- Secure access


## Frequently asked questions about Certus WM

### What can I do with Certus WM?

Certus WM allows you to view your account information, balances, and asset allocation. You can also easily contact your financial advisor directly through the app.

### Is Certus WM free to use?

Yes, Certus WM is available for free download and use. There are no charges associated with accessing your financial information or contacting your advisor through the app.

### What devices support Certus WM?

Certus WM is designed for iOS devices, including iPhone, iPad, and iPod. It offers a seamless experience across these Apple platforms.

### How secure is Certus WM?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. The app is rated for ages 4 and up, indicating a focus on general accessibility.

### How often is Certus WM updated?

The app was last updated on May 28, 2025, with version 5.19.0. This indicates a commitment to regular updates and maintenance, ensuring the app remains functional and secure.

### What is the user sentiment for Certus WM?

Certus WM has received a perfect 5.0-star rating from one review, suggesting a highly positive initial user experience. This indicates users are very satisfied with the app's functionality.

### Does Certus WM have ads?

No, Certus WM does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions from ads.

## Version history (last 5 releases)

### 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

### 5.16.0 — 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

### 5.14.0 — 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

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

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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 2026-06-02.*