# FORVIS Private Client (BKDWA)

> Secure financial dashboard with reports, budgeting, and document vault. (iPhone/iPad app by Forvis Mazars Wealth Advisors LLC.)

- Source: https://appshunter.io/ios/app/forvis-private-client-bkdwa/id1441446675 (this page in markdown: same URL + `.md`)
- Developer: [Forvis Mazars Wealth Advisors LLC](https://appshunter.io/developer/1441446674)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2018-11-08
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/forvis-private-client-bkdwa/id1441446675/reviews.md

## What is FORVIS Private Client (BKDWA)?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
	
TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/forvis-private-client-bkdwa/id1441446675/reviews.md

### 4/5 — Document Printing

*2019-05-18*

Please add ability to print docs from app. 
Thanks

## Frequently asked questions about FORVIS Private Client (BKDWA)

### What is FORVIS Private Client?

FORVIS Private Client is a free mobile application designed to provide users with an intuitive financial dashboard, interactive reports, budgeting tools, and a secure document vault for communication with their financial advisor.

### Is FORVIS Private Client secure?

Yes, the app is designed to be secure and easy to use, featuring a document vault for securely sending and receiving files with your financial advisor.

### What devices does FORVIS Private Client support?

FORVIS Private Client is available on iPhone and iPad devices.

### How often is FORVIS Private Client updated?

The app was last updated on May 8, 2024, with version 2.0.1217680.

### What are the main features of FORVIS Private Client?

Key features include an interactive dashboard for a complete financial picture, dynamic reports with current investment information, and a document vault for secure file exchange with your financial advisor.

### What is the age rating for FORVIS Private Client?

FORVIS Private Client has an age rating of 17+.

### Does FORVIS Private Client have ads?

No, FORVIS Private Client does not contain advertisements.

### What is the user rating for FORVIS Private Client?

FORVIS Private Client has a rating of 4.5 stars based on 2 ratings.

## Version history (last 5 releases)

### 2.0.1217680 — 2024-05-08

Updated features and removed bugs.

### 2.0.981941 — 2022-07-06

Updated features and removed bugs.

### 2.0.933768 — 2022-03-04

Updated logo and name.

### 2.0.906828 — 2021-12-22

Updated app logo.

### 2.0.656086 — 2020-08-06

Bug fixes and performance improvements.
•	Updated screenshots

## Apps similar to FORVIS Private Client (BKDWA)

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [OakStar Business RDC](https://appshunter.io/ios/app/oakstar-business-rdc/id1494785105) | — | Free | Finance |
| [MissionAccess](https://appshunter.io/ios/app/missionaccess/id6744175597) | 5.0 (1) | Free | Finance |
| [BGV Banking](https://appshunter.io/ios/app/bgv-banking/id6444663628) | 4.7 (9) | Free | Finance |
| [Community NB KS Business](https://appshunter.io/ios/app/community-nb-ks-business/id1615457811) | — | Free | Finance |
| [Bank of Billings Mobile](https://appshunter.io/ios/app/bank-of-billings-mobile/id6504369272) | 4.8 (80) | Free | Finance |
| [VIDA Private Wealth](https://appshunter.io/ios/app/vida-private-wealth/id6466274830) | — | Free | Finance |

## More apps by Forvis Mazars Wealth Advisors LLC

- [Forvis Mazars Private Client](https://appshunter.io/ios/app/forvis-mazars-private-client/id6503631367)

All apps by Forvis Mazars Wealth Advisors LLC: https://appshunter.io/developer/1441446674

---

*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 2026-06-01.*