# MONTAG Wealth Management

> MONTAG Wealth Management (iPhone/iPad app by A. Montag & Associates, Inc..)

- Source: https://appshunter.io/ios/app/montag-wealth-management/id1602567972 (this page in markdown: same URL + `.md`)
- Developer: [A. Montag & Associates, Inc.](https://appshunter.io/developer/1602567974)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2022-01-03
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/montag-wealth-management/id1602567972/reviews.md

## What is MONTAG Wealth Management?

MONTAG provides this FREE app for clients to track their investments with an intuitive financial dashboard, document vault, interactive reports, and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing you your complete investment picture.
• Document vault for securely viewing files.
• Dynamic reports with current portfolio information.
• And more!


## Version history (last 3 releases)

### 2.0.1242040 — 2024-06-12

Updated features and removed bugs

### 2.0.1080355 — 2023-04-15

Updated features and removed bugs.

### 2.0.914539 — 2022-01-04

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 2026-05-14.*