Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app provides a secure digital hub for your financial life. Track investments, monitor net worth, access important documents, and review your financial plan. It also allows collaboration with professional advisors.
What's New in Motive Portal
2.0.916328
January 19, 2022
Bug fixes and performance improvements.
Developer apps
FAQ
What financial accounts can I link to Motive Portal?
You can link outside financial accounts such as retirement plans, bank accounts, and mortgages to Motive Portal. This allows the app to update your net worth values on a daily basis.
Is Motive Portal secure for my financial documents?
Yes, Motive Portal features a secure, cloud-based document vault. You can access important financial documents like estate documents, insurance policies, and tax returns within this vault.
Can my financial advisors access my information on Motive Portal?
Yes, you can enable professional advisors like accountants, attorneys, and insurance specialists to collaborate in real-time. They can be granted viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.
What kind of investment reporting does Motive Portal offer?
Motive Portal offers investment portfolio reporting, allowing you to review your current Motive-managed holdings, asset allocation, and performance. This information is presented via interactive tables and colorful charts.
How often is Motive Portal updated?
The latest version of Motive Portal is 2.0.916328, which was last updated on January 19, 2022. This indicates a relatively recent update, suggesting ongoing development and maintenance.
What is the age rating for Motive Portal?
Motive Portal has an age rating of 17+. This is likely due to the complex financial information and planning features it offers.
What devices does Motive Portal support?
Motive Portal is supported on iPhone, iPad, and iPod devices. This makes it accessible to a wide range of Apple users.
What do users like about Motive Portal?
Based on its 5.0-star rating from 2 reviews, users likely appreciate the comprehensive financial overview, secure document storage, and the ability to collaborate with advisors. The app's focus on a personalized digital hub for financial planning is a key strength.
