# Northbound Wealth

> Mobile portal for investment portfolio access, performance tracking, and task management. (iPhone/iPad app by Northbound Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/northbound-wealth/id1566171804 (this page in markdown: same URL + `.md`)
- Developer: [Northbound Wealth Management LLC](https://appshunter.io/developer/1566171806)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2021-05-11
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/northbound-wealth/id1566171804/reviews.md

## What is Northbound Wealth?

Northbound Wealth Management is proud to bring you the Northbound Wealth mobile portal! Now, through any mobile device, NWM gives you access to your portfolio at any time, and anywhere. Run reports, view performance, create tasks, and much more all with the touch of a button! Northbound Wealth has made it a priority to keep you up-to-date on your investments; truly managing your money as if it were our own.

## Key features

- Portfolio access
- Performance viewing
- Report generation
- Task creation
- Real-time updates


## Frequently asked questions about Northbound Wealth

### What can I do with Northbound Wealth?

Northbound Wealth allows you to access your investment portfolio, view performance, run reports, and create tasks directly from your mobile device. It aims to keep you updated on your investments conveniently.

### Is Northbound Wealth free to use?

Yes, Northbound Wealth is available for free. The app is listed as free with no in-app purchases or advertisements mentioned.

### What devices is Northbound Wealth compatible with?

Northbound Wealth is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android devices.

### How often is Northbound Wealth updated?

The latest version of Northbound Wealth is 5.14.1, and it was last updated on October 5, 2024. This indicates a relatively active development cycle.

### What is the security like for Northbound Wealth?

While specific security features are not detailed in the description, as a financial management tool, it is expected to employ industry-standard security measures to protect user data and investment information.

### What is the user sentiment for Northbound Wealth?

Northbound Wealth has received a perfect rating of 5.0 stars from one rating, suggesting a highly positive initial user experience. However, this is based on very limited feedback.

### What age rating does Northbound Wealth have?

Northbound Wealth has an age rating of 4+, making it suitable for a wide range of users, including younger individuals who may be learning about finance.

## Version history (last 5 releases)

### 5.14.1 — 2024-10-05

- 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

### 5.13.0 — 2024-05-09

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-12

Bug fixes and performance updates

### 5.3.0 — 2022-08-19

Bug fixes and performance updates

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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 2026-07-07.*