# PartnerWealth

> PartnerWealth (iPhone/iPad app by Gateway Financial Partners, LLC.)

- Source: https://appshunter.io/ios/app/partnerwealth/id6448957502 (this page in markdown: same URL + `.md`)
- Developer: [Gateway Financial Partners, LLC](https://appshunter.io/developer/1687132152)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-05-10
- Data updated: 2026-02-06
- User reviews in markdown: https://appshunter.io/ios/app/partnerwealth/id6448957502/reviews.md

## What is PartnerWealth?

Mobile app allows you to view account information, balances, financial plan, and easily connect with your financial advisor.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.14.0 — 2024-09-14

- 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

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.2 — 2023-05-10

No release notes.

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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 2026-02-06.*