# Fidato Wealth

> Secure wealth management dashboard and communication tool for clients and advisors. (iPhone/iPad app by Fidato Wealth LLC.)

- Source: https://appshunter.io/ios/app/fidato-wealth/id1663345851 (this page in markdown: same URL + `.md`)
- Developer: [Fidato Wealth LLC](https://appshunter.io/developer/1663345853)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-01-12
- Data updated: 2026-06-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fidato-wealth/id1663345851/reviews.md

## What is Fidato Wealth?

See your complete wealth management plan and interact with your advisory team. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing your entire wealth management plan. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!

## Key features

- Complete wealth management plan view
- Interactive financial dashboard
- Secure document vault
- Dynamic investment reports
- Advisor team interaction


## Frequently asked questions about Fidato Wealth

### What is Fidato Wealth?

Fidato Wealth is a mobile application designed for comprehensive wealth management. It provides users with an interactive dashboard, dynamic investment reports, and a secure document vault for communication with their financial advisors.

### Is Fidato Wealth secure?

Yes, the app is designed with security in mind, offering a secure platform for managing your financial information and sharing documents with your advisory team.

### What kind of reports does Fidato Wealth offer?

Fidato Wealth provides dynamic reports that include current investment information, allowing users to stay updated on their portfolio's performance.

### Can I share documents with my advisor using Fidato Wealth?

Yes, the app features a document vault specifically for securely sending and receiving files with your financial advisor.

### What devices is Fidato Wealth available on?

Fidato Wealth is available on iPhone and iPad devices.

### How often is Fidato Wealth updated?

The app was last updated on September 10, 2024, with version 5.14.0, indicating regular maintenance and feature enhancements.

### What is the user rating for Fidato Wealth?

Fidato Wealth has a perfect rating of 5.0 stars based on one review, suggesting a highly positive initial user experience.

### Does Fidato Wealth have ads?

No, Fidato Wealth does not contain advertisements, providing an uninterrupted user experience.

## Version history (last 5 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

### 5.9.0 — 2024-04-10

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

### 5.6.4 — 2024-01-02

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.1 — 2023-02-14

Updated logos

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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 2026-06-13.*