# Fern Wealth — Consolidated Reporting

> Consolidated Reporting (iPhone/iPad app by Performativ ApS.)

- Source: https://appshunter.io/ios/app/fern-wealth/id6741515268 (this page in markdown: same URL + `.md`)
- Developer: [Performativ ApS](https://appshunter.io/developer/1623232575)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 17.6 · 41 MB
- Languages: American English
- Released: 2025-11-21
- Data updated: 2026-09-02
- User reviews in markdown: https://appshunter.io/ios/app/fern-wealth/id6741515268/reviews.md

## What is Fern Wealth?

As a valued client of Fern Wealth, you have access to our app, designed to provide a clear and comprehensive overview of your investments. It covers both liquid and illiquid assets managed across multiple custodians and investment advisors.

With the app, you can effortlessly monitor your total assets, track overall returns, view asset allocation, and review your portfolio’s performance on a monthly and yearly basis—along with other key metrics.

If you haven’t activated your app access yet, please reach out to your advisor for assistance.

Note: This service is exclusively available to clients of Fern Wealth.


## Version history (last 5 releases)

### 1.2.4 — 2026-09-01

- Fixed non-biometric login

### 1.2.3 — 2026-08-21

Update sign in logo style and asset logo

### 1.2.2 — 2026-08-19

Minor update for the asset logo.

### 1.2.1 — 2026-06-26

Code refactor

### 1.2.0 — 2026-06-02

- libraries upgrade and code refactor

## More apps by Performativ ApS

- [Brook Family Partners](https://appshunter.io/ios/app/brook-family-partners/id1623232573)
- [Imperium Family Office](https://appshunter.io/ios/app/imperium-family-office/id1625124840)
- [Petersen & Partners IM](https://appshunter.io/ios/app/petersen-and-partners-im/id1641577806)
- [Ascot Investments](https://appshunter.io/ios/app/ascot-investments/id6449454702)
- [Smallbank](https://appshunter.io/ios/app/smallbank/id6464394165)
- [Valuedge](https://appshunter.io/ios/app/valuedge/id6479297147)

All apps by Performativ ApS: https://appshunter.io/developer/1623232575

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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 2026-09-02.*