Motive Wealth

Motive Wealth

by Motive Portal

2 ratings
Free

Rating summary
2
0
0
0
0

Details

  • Released
  • Updated
  • August 28, 2024
  • January 30, 2026

Features

Motive Wealth screenshot #1 for iPhone
Motive Wealth screenshot #2 for iPhone
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About

This app provides a secure digital hub for your complete financial picture and plan. It offers investment portfolio and net worth reporting, a document vault, and a financial plan summary. Advisors can collaborate in real-time by granting them viewing access.

Investment portfolio reporting
Net worth reporting
Document vault
Financial plan summary
Advisor collaboration
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What's New in Motive Wealth

14.0.0

January 30, 2026

Bug fixes and enhancements

Developer apps

FAQ

What is Motive Wealth?

Motive Wealth is a free finance app that acts as a digital hub for your financial picture and plan. It allows you to track investments, net worth, store documents, and collaborate with advisors.

Is Motive Wealth secure?

Yes, Motive Wealth is designed to be a secure, personalized app. It offers a secure cloud-based vault for documents and encrypted access for financial data.

Can I link external financial accounts to Motive Wealth?

Yes, you can link external financial accounts such as retirement plans, bank accounts, and mortgages to Motive Wealth for daily value updates on your net worth.

How does advisor collaboration work in Motive Wealth?

You can grant professional advisors like accountants, attorneys, and insurance specialists viewing access to your investment portfolio, net worth report, document vault, and financial plan summary for real-time collaboration.

What devices does Motive Wealth support?

Motive Wealth is available on iPhone, iPad, and iPod. It is rated for ages 4 and up.

How often is Motive Wealth updated?

The latest version of Motive Wealth is 14.0.0, released on January 30, 2026. This indicates a commitment to regular updates and improvements.

What is the user sentiment for Motive Wealth?

Motive Wealth has a perfect 5.0-star rating from 2 reviews, suggesting a very positive initial user reception.

Does Motive Wealth have ads?

No, Motive Wealth does not contain advertisements. It is a completely ad-free experience for users.