# Custom Wealth Portal

> Custom Wealth Portal (iPhone/iPad app by OmegaQ Inc..)

- Source: https://appshunter.io/ios/app/custom-wealth-portal/id6795689576 (this page in markdown: same URL + `.md`)
- Developer: [OmegaQ Inc.](https://appshunter.io/developer/6794464240)
- Category: Business
- Price: Free
- Age rating: 4+
- Requires: iOS 16.4 · 38 MB
- Languages: English
- Released: 2026-08-27
- Data updated: 2026-09-27

## What is Custom Wealth Portal?

Custom Wealth Management's secure client portal keeps your financial life in one place.

• See your accounts, balances, and holdings, updated from your advisor's systems.
• Open statements and documents your advisor shares with you.
• Message your advisor securely — no email needed.
• View and schedule appointments, and join video meetings right from the app.
• Get notified about new messages, documents, and upcoming appointments.

Access is provided by Custom Wealth Management to its clients. Sign in with the credentials your advisor's office set up for you.

## Is Custom Wealth Portal safe?

Not enough ratings yet to assess Custom Wealth Portal.

## Is Custom Wealth Portal legit?

Custom Wealth Portal has limited verification signals. The AppsHunter Legitimacy Score for Custom Wealth Portal is 40 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 1 release)

### 1.1.0 — 2026-09-02

This version is a ground-up native rebuild — faster, smoother, and built for iPhone. What's new:
• Record and transcribe client meetings, with notes saved to the client file
• Join virtual client meetings right in the app
• Secure client messaging with push notifications
• Face ID sign-in
• Redesigned households, calendar, scheduling, and the Q assistant

## More apps by OmegaQ Inc.

- [OmegaQ Sigma](https://appshunter.io/ios/app/omegaq-sigma/id6794464238)

All apps by OmegaQ Inc.: https://appshunter.io/developer/6794464240

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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 2026-09-27.*