# Motive Portal

> Secure financial hub for portfolio, net worth, documents, and advisor collaboration. (iPhone/iPad app by Motive Portal.)

- Source: https://appshunter.io/ios/app/motive-portal/id1589836066 (this page in markdown: same URL + `.md`)
- Developer: [Motive Portal](https://appshunter.io/developer/1589836068)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2021-10-14
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/motive-portal/id1589836066/reviews.md

## What is Motive Portal?

The Motive Portal is a secure, personalized app designed to serve as the digital hub of your entire financial picture and plan. Key features include:

· Investment portfolio reporting – review your current Motive-managed investment portfolio holdings, asset allocation, performance, and more via interactive tables and colorful charts.

· Net worth reporting – review a complete picture of your entire net worth. You can even link outside financial accounts—such as retirement plans, bank accounts, and mortgages—so that values update daily.

· Document vault – access your important financial documents—such as estate documents, insurance policies, and tax returns—within the secure, cloud-based document vault.

· Financial plan summary – review a current report of your custom-tailored financial plan.

· Collaboration – enable your professional advisors—such accountants, attorneys, and insurance specialists—to collaborate in real-time by providing them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.

## Key features

- Investment portfolio reporting
- Net worth tracking
- Document vault
- Financial plan summary
- Advisor collaboration


## Frequently asked questions about Motive Portal

### 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.

## Version history (last 2 releases)

### 2.0.916328 — 2022-01-19

Bug fixes and performance improvements.

### 2.0.887041 — 2021-10-14

No release notes.

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## More apps by Motive Portal

- [Motive Wealth](https://appshunter.io/ios/app/motive-wealth/id6504261808)

All apps by Motive Portal: https://appshunter.io/developer/1589836068

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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 2026-06-10.*