# Plan First Wealth

> Plan First Wealth (iPhone/iPad app by Plan First Wealth.)

- Source: https://appshunter.io/ios/app/plan-first-wealth/id6756082619 (this page in markdown: same URL + `.md`)
- Developer: [Plan First Wealth](https://appshunter.io/developer/1855668612)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.5 · 141 MB
- Languages: American English
- Released: 2025-12-15
- Data updated: 2026-09-17
- User reviews in markdown: https://appshunter.io/ios/app/plan-first-wealth/id6756082619/reviews.md

## What is Plan First Wealth?

The Plan First Wealth Mobile phone application enables authorized Plan First Wealth clients to access portfolio data in a simple, elegant interface.

Requirements: You need to be a Plan First Wealth client and Black Diamond user that has been authorized for the phone application. If you would like to request access, please contact your Plan First Wealth advisor.


## Version history (last 5 releases)

### 1.98.1 — 2026-09-15

• To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes

### 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

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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 2026-09-17.*