Free

Details

  • Released
  • Updated
  • March 22, 2019
  • May 30, 2025

Features

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About

Manage your investment portfolio, track financial goals, and access wealth reports. This app serves as an extension to a financial advisor's portfolio management system, requiring registration with your advisor to use.

βœ“Investment portfolio viewing
βœ“Wealth reports
βœ“Financial calculators
βœ“Goal tracking
βœ“Integration with advisor systems
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What's New in Investree

2.0.4

May 30, 2025

-Update features and optimised performance.

User reviews

Nice and easy app

Very easy app status always updated
I am using this app through my Financial adviser, just need to request that app should be updated time to time and privacy should be first priority
Although app is good and I can check my investments easily for MF

Awesome app!!!

Must say an awesome app... managing investments has never been so easy.. ask for any detail and they have it.. specially their family tree feature where you can mange all your family’s funds through single login...by far the best investment app i have ever used..

Developer apps

FAQ

How do I access Investree?

To access Investree, you must be a registered user with your financial advisor. The app requires this existing registration to grant access to its features.

What devices does Investree support?

Investree is available on iPhone and iPad devices. It is designed to work seamlessly across Apple's mobile and tablet platforms.

Is Investree free to use?

Yes, Investree is available for free. There are no charges to download or use the application itself.

When was Investree last updated?

Investree was last updated on May 30, 2025. This indicates recent development and potential for ongoing improvements and bug fixes.

What is the age rating for Investree?

Investree has an age rating of 4+. This suggests it is suitable for a wide range of users, with no mature content restrictions.

Does Investree have ads?

No, Investree does not contain advertisements. As it is a free application without ads, users can expect an uninterrupted experience.

What is the primary purpose of Investree?

Investree is designed for financial investors to view their investment portfolios, access wealth reports, and track financial goals. It acts as an extension to a financial advisor's portfolio management system.

Who developed Investree?

Investree was conceived and developed by Redvision. They are the creators behind this extension to their award-winning financial advisor portfolio management system.