# Nicolet Wealth

> Nicolet Wealth (iPhone/iPad app by Nicolet National Bank.)

- Source: https://appshunter.io/ios/app/nicolet-wealth/id6461600550 (this page in markdown: same URL + `.md`)
- Developer: [Nicolet National Bank](https://appshunter.io/developer/517812177)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2023-08-15
- Data updated: 2026-07-23
- User reviews in markdown: https://appshunter.io/ios/app/nicolet-wealth/id6461600550/reviews.md

## What is Nicolet Wealth?

This mobile application allows you to view Nicolet Wealth Management account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

## Apps similar to Nicolet Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Fox Communities CU](https://appshunter.io/ios/app/fox-communities-cu/id1241398795) | 4.7 (2,847) | Free | Finance |
| [Zeplyn.AI](https://appshunter.io/ios/app/zeplynai/id6477562929) | 5.0 (3) | Free | Finance |
| [Capital Credit Union Mobile](https://appshunter.io/ios/app/capital-credit-union-mobile/id524105286) | 4.8 (4,368) | Free | Finance |
| [Baird Online](https://appshunter.io/ios/app/baird-online/id777691707) | 4.8 (1,123) | Free | Finance |
| [North Shore Bank Personal](https://appshunter.io/ios/app/north-shore-bank-personal/id498229340) | 4.7 (3,666) | Free | Finance |
| [Manage My Card](https://appshunter.io/ios/app/manage-my-card/id1640314255) | 2.5 (13) | Free | Finance |

## More apps by Nicolet National Bank

- [Nicolet Bank bankNow](https://appshunter.io/ios/app/nicolet-bank-banknow/id603221508)
- [bankNOW](https://appshunter.io/ios/app/banknow/id1120681771)
- [Nicolet Bank Card Control](https://appshunter.io/ios/app/nicolet-bank-card-control/id1576410074)
- [Nicolet Bank Digital](https://appshunter.io/ios/app/nicolet-bank-digital/id6504625826)
- [Nicolet Bank SpendTrack](https://appshunter.io/ios/app/nicolet-bank-spendtrack/id6740144568)

All apps by Nicolet National Bank: https://appshunter.io/developer/517812177

## Related topics

[nicolet national bank](https://appshunter.io/ios/topics/nicolet-national-bank) · [nicolet bank](https://appshunter.io/ios/topics/nicolet-bank) · [nicolet](https://appshunter.io/ios/topics/nicolet)

---

*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 2026-07-23.*