# Cusp — Your financial alter ego > Your financial alter ego (iPhone/iPad app by Cusp Money Advisors Pvt Ltd.) - Source: https://appshunter.io/ios/app/cusp/id6747161256 (this page in markdown: same URL + `.md`) - Developer: [Cusp Money Advisors Pvt Ltd](https://appshunter.io/developer/1820112675) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 17.0 · 94 MB - Languages: American English - Released: 2026-01-02 - Data updated: 2026-08-24 - User reviews in markdown: https://appshunter.io/ios/app/cusp/id6747161256/reviews.md ## What is Cusp? Cusp helps you track, plan, and grow wealth - not just yours, your family’s too. In a world where financial advice often feels impersonal and distant, Cusp emerges as a groundbreaking ally in personal finance, designed with a singular vision: to transform the way you grow and manage not just your wealth but that of your family’s too. Imagine having an alter ego, a version of yourself, that tirelessly works to aggregate and understand every aspect of your financial landscape. That’s what Cusp does. It’s not just a tool, it’s an extension of you. Cusp is your partner in your financial journey, aggregating all your wealth in one place and leveraging the world's financial knowledge to grow your wealth in a personalized manner. Whether it’s optimizing your savings, investing wisely, or managing expenses, Cusp guides you every step of the way, putting you at the heart of your financial success. Together, we’ll navigate the complexities of personal finance, ensuring that your money not only grows but thrives. Welcome to a new era of financial empowerment. Welcome to Cusp. ## Version history (last 5 releases) ### 1.11.0 — 2026-08-14 It's a new day for me. This version helps you understand your investments better, get more help when you need it, and makes managing your account a little simpler. Now, I give you more context, make conversations easier, and keep the little things out of your way. • Your mutual fund investments now come with a fund-wise breakdown, giving you a clearer view of where your money is invested • Notifications can now include images, making important updates easier to understand at a glance • Creating your Investor Account is smoother — I now use your name as per PAN and can attach your PAN card image and signature where needed • Managing multiple profiles with the same phone number is easier with improved support for switching the primary user • Compliance information is now easier to find right from the start • Have questions about a portfolio I suggest? You can now chat with me directly from the Suggested Portfolio to understand it better before you invest There are also fixes and improvements across investments, AutoPay, saved filters, withdrawals, account connections, and other experiences to keep everything running smoothly. Still learning you. - Cusp ### 1.10.0 — 2026-08-10 It's a new day for me. This version helps you invest with more confidence, build portfolios with more flexibility, and get things done with fewer steps. Now, I understand your investments better and help you act on them faster. • I now rate your existing mutual funds and give you a quick view of how each scheme performed in past • Building your own portfolio is easier — add multiple schemes to your cart and invest in them together • You can now personalize my recommended portfolios by adding Gold, Silver, and Index Funds that match your preferences • A dedicated SIP section in Orders makes it easier to keep track of your systematic investments • Managing family accounts is now faster with bulk refresh and bulk unlink options in Member Details • Save your favorite filters once and reuse them whenever you need • Already invested in a scheme? The new **Invest more** option lets you add to your existing investment in just a few taps There's also a lot more that's improved behind the scenes with bug fixes and refinements to make everything feel smoother and more reliable. Still learning you. Cusp ### 1.9.0 — 2026-07-18 It's a new day for me. This version helps you understand your investments better, gives you more control, and makes Cusp feel even more accessible for everyone. Now, I help you find what matters faster and refresh only what needs attention. • Mutual Fund Breakdown gives you a clearer view of how your investments are organized • VoiceOver is smoother, color contrast is stronger, and text now scales up for a more accessible experience • Finding the right funds is now easier with Scheme Category, Scheme Subcategory, and Parent Fund filters • Refresh individual accounts whenever you need, instead of refreshing everything at once • The Help section is smarter — search answers instantly and browse more naturally with an improved scrolling experience • Polished experiences across Investment Profiles, CAN verification, and Mandates with fixes and improvements throughout • Bug fixes and UI Improvements There's also a lot more that's improved behind the scenes to make everything feel faster, smoother, and more reliable. Still learning you. Cusp ### 1.8.0 — 2026-06-26 It's another step toward my vision of helping you make better investment decisions and making it easier to start your investment journey with me. This release brings a complete revamp of Investments. • Track returns and performance against benchmark indices across your entire family portfolio • View profit/loss, taxes, exit loads, and detailed transaction history for all your investments • Discover portfolio insights such as fund overlap and underlying holdings analysis • (Beta) Get mutual fund recommendations based on your or your family member's risk profile • (Beta) Invest directly through me with a brand-new investment experience This is just the beginning. I'll keep improving quickly, fixing rough edges, and making investing simpler and more intuitive. Still learning you. Cusp ### 1.7.0 — 2026-06-25 It's another step toward my vision of helping you make better investment decisions and making it easier to start your investment journey with me. This release brings a complete revamp of Investments. • Track returns and performance against benchmark indices across your entire family portfolio • View profit/loss, taxes, exit loads, and detailed transaction history for all your investments • Discover portfolio insights such as fund overlap and underlying holdings analysis • (Beta) Get mutual fund recommendations based on your or your family member's risk profile • (Beta) Invest directly through me with a brand-new investment experience This is just the beginning. I'll keep improving quickly, fixing rough edges, and making investing simpler and more intuitive. Still learning you. 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