# Future Wealth > Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Future Wealth.) - Source: https://appshunter.io/ios/app/future-wealth/id1436293523 (this page in markdown: same URL + `.md`) - Developer: [Future Wealth](https://appshunter.io/developer/1436293522) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 16.0 · 85 MB - Languages: American English - Released: 2019-05-16 - Data updated: 2026-08-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/future-wealth/id1436293523/reviews.md ## What is Future Wealth? Future Wealth is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator ## Key features - Complete portfolio reporting - Historical performance tracking - Transaction statement download - Online mutual fund investment - SIP and STP tracking - Insurance premium reminders - Financial calculators ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/future-wealth/id1436293523/reviews.md ### 5/5 — Review *2025-06-07, version 3.0.8* It’s a unique investment app which stands out with user friendly features for beginners & experienced investors.. ### 5/5 — Investor friendly Mobile application *2023-11-17, version 1.2* Useful application for tracking investment portfolio . All types of data available for creating portfolio . ### 5/5 — mutual fund investment *2019-05-18, version 1.0* Very useful app for mutual fund investment buying and tracking ## Frequently asked questions about Future Wealth ### What types of assets can I track with Future Wealth? Future Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio. ### Can I invest directly through Future Wealth? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Future Wealth. The app also tracks all your orders until unit allotment for complete transparency. ### Does Future Wealth offer any financial planning tools? Future Wealth includes several useful calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators. ### How does Future Wealth handle security for my financial data? Future Wealth offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific details on encryption or advanced security protocols are not provided in the description. ### Is Future Wealth available on multiple devices? Future Wealth is available for both iPhone and iPad users, as indicated by its supported devices. This allows for convenient access across Apple's mobile ecosystem. ### How often is Future Wealth updated? The latest version of Future Wealth is 3.4.4, last updated on May 22, 2026. This indicates a recent update, suggesting ongoing development and maintenance. ### What is the age rating for Future Wealth? Future Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating typically signifies content that is generally safe for most children. ### Does Future Wealth have ads? No, Future Wealth does not contain advertisements. The app is free to use and does not feature any ads, providing an uninterrupted user experience. ## Version history (last 5 releases) ### 3.4.5 — 2026-08-13 - Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Revamped Financial Calculators & improved Goal Reports - Improved MF Central, Portfolio Reports & Navigation - Improved Notifications, Multi-language, KYC & Risk Profile - Improved CRM integration & Dashboard experience - Performance improvements with bug & crash fixes ### 3.4.4 — 2026-05-22 - Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements ### 3.2.9 — 2026-03-18 - Mandatory Risk Profiling - BSE Cart for Trusted Mode - Improved SIP Step-up Calculator - Fixed BSE Nominee Issue - Fixed User Profile Picture Issue - Fixed Investment Profile Issue - Fixed Meeting Notes Issue - Updated Invitation Message - Fixed Crashes & Other Issues ### 3.2.4 — 2026-01-29 - Introduced NSE Invest Cart - Added NSE Invest-Track order functionality - Added Client Search by Equity Code - Added Date Range in Portfolio Reports Download - Added Font Size Settings - Added Nominee Details Screen - Added Terms & Conditions while login / signup - Added Avg. Purchase NAV to be shown in portfolio detail screen - Added Investment via short link - Added BSE Cart Trusted Mode App - Pay via Link option for BSE Trusted Mode - Updated AMFI Links - Fixed Crashes ### 3.0.9 — 2025-10-24 - AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes ## Apps similar to Future Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Future First](https://appshunter.io/ios/app/future-first/id1606319809) | — | Free | Finance | | [Secure Investments](https://appshunter.io/ios/app/secure-investments/id6453694639) | — | Free | Finance | | [BalanceOS – Business Finance](https://appshunter.io/ios/app/balanceos-business-finance/id6758677147) | — | Free | Finance | | [CalcPro Daily](https://appshunter.io/ios/app/calcpro-daily/id6755717641) | — | Free | Finance | | [LifePlus - Chirag Porecha](https://appshunter.io/ios/app/lifeplus-chirag-porecha/id1635537946) | — | Free | Finance | | [Caply: Wealth Planner](https://appshunter.io/ios/app/caply-wealth-planner/id6752815338) | — | Free | Finance | --- *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 2026-08-22.*