# Integra Wealth LLP

> Comprehensive financial portfolio management and investment tool. (iPhone/iPad app by INTEGRA WEALTH LLP.)

- Source: https://appshunter.io/ios/app/integra-wealth-llp/id6499002981 (this page in markdown: same URL + `.md`)
- Developer: [INTEGRA WEALTH LLP](https://appshunter.io/developer/1742127641)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2024-04-19
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/integra-wealth-llp/id6499002981/reviews.md

## What is Integra Wealth LLP?

Integra Wealth LLPis 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
* 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 generation
- Online investment in mutual funds
- SIP and STP reports
- Insurance premium tracking
- Financial calculators


## Frequently asked questions about Integra Wealth LLP

### What types of assets can I track with Integra Wealth LLP?

Integra Wealth LLP allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your financial holdings are visible in one place.

### Can I invest directly through Integra Wealth LLP?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Integra Wealth LLP. The app tracks all your orders until unit allotment for complete transparency.

### Does Integra Wealth LLP offer any financial planning tools?

Yes, Integra Wealth LLP includes several calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How frequently is Integra Wealth LLP updated?

The latest version of Integra Wealth LLP is 1.4.7, last updated on 2026-05-19. While the last update date is in the future, indicating potential for ongoing development, users can expect regular updates for new features and improvements.

### What devices are supported by Integra Wealth LLP?

Integra Wealth LLP is available on iPhone and iPad devices. This makes it accessible for users within the Apple ecosystem.

### Is Integra Wealth LLP suitable for beginners in finance?

With its user-friendly interface and comprehensive tracking features, Integra Wealth LLP can be beneficial for beginners. The inclusion of calculators also helps in understanding financial concepts and planning.

### Does Integra Wealth LLP have ads?

Integra Wealth LLP is ad-free. The app does not contain advertisements, providing an uninterrupted user experience.

### What is the user rating for Integra Wealth LLP?

Integra Wealth LLP has an excellent rating of 5.0 stars based on 1 review. This indicates a highly positive reception from its current user base.

## Version history (last 5 releases)

### 1.4.8 — 2026-08-12

- 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

### 1.4.7 — 2026-05-19

- 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

### 1.3.7 — 2026-03-17

- 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

### 1.3.2 — 2026-01-28

- 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

### 1.2.7 — 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

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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 2026-08-19.*
