# Paterson Wealth

> Paterson Wealth (iPhone/iPad app by PATERSON WEALTH PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/paterson-wealth/id6714465313 (this page in markdown: same URL + `.md`)
- Developer: [PATERSON WEALTH PRIVATE LIMITED](https://appshunter.io/developer/1770248240)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2024-09-24
- Data updated: 2026-08-30
- User reviews in markdown: https://appshunter.io/ios/app/paterson-wealth/id6714465313/reviews.md

## What is Paterson Wealth?

Paterson Wealth is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

Mutual Funds
Equity Shares
Bonds
Fixed Deposits
PMS
Insurance

Key Features:

Complete Portfolio report download including all assets.
View historical Performace of your Portfolio easily
Transaction statement of any period
1 Click Statement of Account Download for any Asset Management Company in India
Advanced Capital Gain Reports
Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
SIP Report to be informed of your Running and Upcoming SIPs, STPs.
Insurance list to keep track of premiums to be paid.
Folio details registered with each AMC.

Calculators and Tools available:

Retirement Calculator
SIP Calculator
SIP Delay Calculator
SIP Step up Calculator
Marriage Calculator
EMI Calculator


## Version history (last 5 releases)

### 3.0.1 — 2026-08-19

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 2.3.8 — 2026-05-06

General update and bug fixes

### 2.3.7 — 2026-03-20

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.3.2 — 2026-01-28

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 2.2.7 — 2025-10-29

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

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## Related topics

[paterson wealth](https://appshunter.io/ios/topics/paterson-wealth)

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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 2026-08-30.*