# Excelsior Wealth Management

> Excelsior Wealth Management (iPhone/iPad app by Excelsior Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/excelsior-wealth-management/id6504540109 (this page in markdown: same URL + `.md`)
- Developer: [Excelsior Wealth Management, LLC](https://appshunter.io/developer/1752757435)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2024-06-18
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/excelsior-wealth-management/id6504540109/reviews.md

## What is Excelsior Wealth Management?

This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.


## Version history (last 2 releases)

### 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

### 5.13.1 — 2024-06-18

No release notes.

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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 2026-05-16.*