# Old Port Advisors

> Old Port Advisors (iPhone/iPad app by Old Port Advisors.)

- Source: https://appshunter.io/ios/app/old-port-advisors/id6746660003 (this page in markdown: same URL + `.md`)
- Developer: [Old Port Advisors](https://appshunter.io/developer/1817696504)
- Category: Finance
- Price: Free
- Age rating: 12+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2025-06-17
- Data updated: 2026-08-02
- User reviews in markdown: https://appshunter.io/ios/app/old-port-advisors/id6746660003/reviews.md

## What is Old Port Advisors?

An extension of your trusted Advisor. Monitoring your wealth and tracking your financial plan has never been easier with the features you value most in the palm of your hand.

·        View Your Portfolio: Access real-time updates on portfolio value, asset allocation, performance insights, and detailed account information.

·        Secure Login: Log in safely and conveniently using fingerprint or facial recognition technology.

·        Account Aggregation: Seamlessly link and manage external financial accounts for a comprehensive view of your financial landscape.

·        At-a-Glance Balances: Instantly view account balances and status summaries from a single, intuitive dashboard.

·         Document Management: Securely share, upload, and manage important financial documents with your advisory team.

·        Reports & Statements: Access personalized statements and investment-focused reports prepared by your financial team, all in one place.

Requirements: You need to be an Old Port Advisor client user that has been authorized for the phone application. If you would like to request access, please contact your Old Port Advisor primary contact.


## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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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 2026-08-02.*