# Gardius Wealth Client Portal

> Gardius Wealth Client Portal (iPhone/iPad app by Clark Financial Services Group, Inc..)

- Source: https://appshunter.io/ios/app/gardius-wealth-client-portal/id6504413289 (this page in markdown: same URL + `.md`)
- Developer: [Clark Financial Services Group, Inc.](https://appshunter.io/developer/1752150111)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2024-06-14
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/gardius-wealth-client-portal/id6504413289/reviews.md

## What is Gardius Wealth Client Portal?

Gardius Wealth Client Portal is your comprehensive solution for managing your finances with ease. Accessible anytime, anywhere, it empowers you to track investments, monitor portfolios, and engage with your financial advisor seamlessly.


## Version history (last 4 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-06

- 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 — 2024-06-15

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 2026-07-24.*