# Intentional Wealth Strategies

> Personalized investment management and advisor communication platform for authorized clients. (iPhone/iPad app by Intentional Wealth Strategies.)

- Source: https://appshunter.io/ios/app/intentional-wealth-strategies/id6746576181 (this page in markdown: same URL + `.md`)
- Developer: [Intentional Wealth Strategies](https://appshunter.io/developer/1817451877)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2025-06-08
- Data updated: 2026-08-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/intentional-wealth-strategies/id6746576181/reviews.md

## What is Intentional Wealth Strategies?

Intentional Wealth: Your Personalized Investment Companion

The Intentional Wealth mobile application is designed exclusively for authorized clients to effortlessly manage and monitor their financial portfolios. With a modern, user-friendly interface, the app offers a secure and intuitive platform to stay informed about your investments, access in-depth analytical insights, and directly connect with your dedicated financial advisor.

Key Features:

- Real-Time Portfolio Monitoring:
View your investment performance and asset allocation instantly. The app delivers real-time updates, ensuring you have the most current data at your fingertips.

- Detailed Account Analytics:
Gain access to comprehensive reports and performance charts that help you understand your financial trends and risk levels. Analyze the health of your portfolio with clear, visual data presentations.

- Direct Advisor Communication:
Seamlessly connect with your advisor team through in-app messaging. Whether you have questions, need advice, or want to schedule a consultation, the communication channel is built into your dashboard.

- Secure and Private:
Your financial data is protected with industry-standard encryption and robust authentication protocols. We prioritize your security to ensure your sensitive information remains confidential.

- Elegant, Intuitive Design:
The interface is crafted to keep navigation simple. Quickly move between key sections—portfolio overview, transaction history, market updates, and detailed analytics—designed to streamline your financial management experience.

Why Intentional Wealth?

In today’s fast-paced financial landscape, having immediate access to your portfolio and the expertise of your advisor is more important than ever. Intentional Wealth is not only a tool for managing your investments but also a partner in guiding you toward achieving your financial goals. Experience a streamlined process that combines intuitive design with powerful analytics—giving you the control and confidence to make informed decisions.

For further assistance or to request additional access details, please contact your financial advisor or our customer support team.

## Key features

- Real-time portfolio monitoring
- Detailed account analytics
- Direct advisor communication
- Secure and private data
- Intuitive design


## Frequently asked questions about Intentional Wealth Strategies

### What is Intentional Wealth?

Intentional Wealth is a mobile application designed for authorized clients to manage and monitor their financial portfolios. It offers real-time updates, in-depth analytics, and direct communication with financial advisors.

### Is Intentional Wealth secure?

Yes, your financial data is protected with industry-standard encryption and robust authentication protocols. The app prioritizes security to ensure sensitive information remains confidential.

### How can I connect with my advisor using Intentional Wealth?

The app features a direct advisor communication channel through in-app messaging. You can easily connect with your advisor team for questions, advice, or to schedule consultations.

### What kind of analytics does Intentional Wealth provide?

Intentional Wealth offers comprehensive reports and performance charts to help you understand your financial trends and risk levels. You can analyze your portfolio's health with clear, visual data presentations.

### Does Intentional Wealth have ads?

No, Intentional Wealth does not contain advertisements. It is designed to provide a focused and uninterrupted user experience for managing your investments.

### On what devices can I use Intentional Wealth?

Intentional Wealth is available on iPhone, iPad, and iPod devices. It is designed to offer a seamless experience across Apple's mobile ecosystem.

### How often is Intentional Wealth updated?

The latest version of Intentional Wealth is 1.95, last updated on May 4, 2026. Updates are released to ensure the app remains reliable and secure.

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

Intentional Wealth has a high user rating of 5.0 stars based on 1 review. This indicates a very positive reception from its current user base.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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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 2026-08-02.*