# Orion Wealth Management Portal > Financial management and advisor collaboration tool. (iPhone/iPad app by Orion Advisor Services, LLC..) - Source: https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515 (this page in markdown: same URL + `.md`) - Developer: [Orion Advisor Services, LLC.](https://appshunter.io/developer/411903637) - Category: Finance, Business - Price: Free - Rating: 3.80/5 from 25 App Store ratings · 5 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 62 MB - Languages: American English - Released: 2020-10-26 - Data updated: 2026-07-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515/reviews.md ## What is Orion Wealth Management Portal? Access the tools you need to manage your wealth and collaborate with your advisor. ## Key features - Wealth management tools - Advisor collaboration - Financial planning access - On-the-go management ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515/reviews.md ### 3/5 — Biometric Still Login Not Working *2025-12-30* Even after the most recent update (12-30-25), which said it addresses biometric login issues, it still won’t prompt for biometric login. I’ve enabled it several times after logging in but the next login still doesn’t allow biometric login. It is also enabled in settings and the the app configurations. Thank you. ### 2/5 — Biometrics no longer working *2025-12-27* Biometrics not working. I have turned it several times, the app even asks me to enable it. Still doesn't work. Giving up. Please fix. ### 3/5 — Biometric Login Not Working *2025-12-23* Unable to use biometric to login. Enable it over and over after logging in but the next login still doesn’t allow biometric login. Thank you. ### 1/5 — Garbage all and Lies *2024-06-27* 1. Customers DO NOT have same experience as mobile app and web. You can modify any manual accounts from the app, only online. 2. How the heck can a company claim to be in finance and they cannot even get it to connect with Fidelity? 3. Awful UIUX experience on the mobile app iOS. ### 5/5 — Simple and Beautiful *2023-11-16* The app has a fraction of the web app feature. But I find them intuitively implemented and relevant. ## Frequently asked questions about Orion Wealth Management Portal ### What is the Orion Wealth Management Portal? The Orion Wealth Management Portal is a mobile application designed to help users manage their wealth and collaborate with their financial advisor. It provides access to various tools for financial planning and management. ### Is the Orion Wealth Management Portal free to use? Yes, the Orion Wealth Management Portal is available for free. There are no upfront costs or subscription fees associated with downloading and using the application. ### What devices support the Orion Wealth Management Portal? The Orion Wealth Management Portal is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem. ### How secure is the Orion Wealth Management Portal? While specific security measures are not detailed in the provided information, financial management applications typically employ industry-standard security protocols to protect user data. Users should always ensure they are using strong, unique passwords for their accounts. ### How often is the Orion Wealth Management Portal updated? The application was last updated on January 26, 2026, indicating a commitment to ongoing development and maintenance. Users can expect regular updates to improve functionality and security. ### What is the age rating for the Orion Wealth Management Portal? The Orion Wealth Management Portal has an age rating of 4+. This indicates it is suitable for users of all ages, though its financial management features are most relevant to adults. ### What do users think of the Orion Wealth Management Portal? The Orion Wealth Management Portal has an average rating of 3.8 stars from 22 ratings. This suggests a generally positive but mixed user reception. ### Does the Orion Wealth Management Portal have ads? No, the Orion Wealth Management Portal does not contain advertisements. The application is ad-free, providing an uninterrupted user experience. ## Version history (last 5 releases) ### 5.23.0 — 2026-07-06 - 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 ### 5.22.1 — 2026-01-26 - 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 ### 5.22.0 — 2026-01-14 - 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 ### 5.21.1 — 2025-12-30 - 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 ### 5.21.0 — 2025-12-12 - 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 ## Apps similar to Orion Wealth Management Portal | App | Rating | Price | Category | | --- | --- | --- | --- | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,135) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.7 (24) | Free | Finance | | [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.3 (37) | Free | Finance | | [Orion Financial](https://appshunter.io/ios/app/orion-financial/id1145021938) | 4.6 (2,056) | Free | Finance | | [GS Custody Solutions](https://appshunter.io/ios/app/gs-custody-solutions/id6448843708) | 4.3 (11) | Free | Finance | ## More apps by Orion Advisor Services, LLC. - [Orion Mobile](https://appshunter.io/ios/app/orion-mobile/id411903634) - [The Planning Center](https://appshunter.io/ios/app/the-planning-center/id426123946) - [CLS Mobile By Orion Advisor](https://appshunter.io/ios/app/cls-mobile-by-orion-advisor/id977236264) - [Orion Events](https://appshunter.io/ios/app/orion-events/id1421401358) - [Orion Trends](https://appshunter.io/ios/app/orion-trends/id1433655840) All apps by Orion Advisor Services, LLC.: https://appshunter.io/developer/411903637 ## Related topics [orion wealth management portal](https://appshunter.io/ios/topics/orion-wealth-management-portal) · [orion wealth management](https://appshunter.io/ios/topics/orion-wealth-management) · [orion advisor](https://appshunter.io/ios/topics/orion-advisor) · [orion financial](https://appshunter.io/ios/topics/orion-financial) · [orion](https://appshunter.io/ios/topics/orion) · [orion mobile](https://appshunter.io/ios/topics/orion-mobile) --- *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 2026-07-26.*