# Motive Wealth

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

- Source: https://appshunter.io/ios/app/motive-wealth/id6504261808 (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: 4+
- Requires: iOS 15.1 · 45 MB
- Languages: American English
- Released: 2024-08-28
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/motive-wealth/id6504261808/reviews.md

## What is Motive Wealth?

Motive Wealth offers a secure, personalized app that can serve as the digital hub for your entire financial picture and plan.

Key features include:

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

Net worth reporting – get a complete view of your entire net worth. You can even link external financial accounts—such as retirement plans, bank accounts, and mortgages—for daily value updates.

Document vault – safely store and access important financial documents—like estate plans, insurance policies, and tax returns—in a secure, cloud-based vault.

Financial plan summary – stay updated with a current report of your custom-tailored financial plan.

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

## Key features

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


## Frequently asked questions about Motive Wealth

### 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.

## Version history (last 5 releases)

### 14.0.0 — 2026-01-30

Bug fixes and enhancements

### 7.4.0 — 2025-05-13

Bug fixes and enhancements

### 6.2.0 — 2025-04-08

Bug fixes and enhancements

### 6.0.0 — 2025-02-25

Bug fixes and enhancements

### 5.6.0 — 2025-02-13

Bug fixes and enhancements

## More apps by Motive Portal

- [Motive Portal](https://appshunter.io/ios/app/motive-portal/id1589836066)

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 2026-06-01.*