# PurposePath

> Mobile access to financial account information and secure document vault. (iPhone/iPad app by PurposePath Capital LLC.)

- Source: https://appshunter.io/ios/app/purposepath/id1583584837 (this page in markdown: same URL + `.md`)
- Developer: [PurposePath Capital LLC](https://appshunter.io/developer/1583584839)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2021-08-30
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/purposepath/id1583584837/reviews.md

## What is PurposePath?

On demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.

## Key features

- Account balance overview
- Client reports access
- Performance data tracking
- Secure client vault
- Two-way document exchange

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/purposepath/id1583584837/reviews.md

### 5/5 — Great!

*2021-11-11*

Great App!

## Frequently asked questions about PurposePath

### What financial information can I access with PurposePath?

PurposePath provides on-demand access to your account balances, client reports, and performance data. This allows you to stay informed about your financial standing at any time.

### How secure is the client vault in PurposePath?

The client vault offers secure, two-way document exchange. This ensures that your sensitive financial documents are protected when stored or shared through the app.

### What devices does PurposePath support?

PurposePath is available on iPhone, iPad, and iPod devices. This broad compatibility ensures access for a wide range of Apple users.

### Is PurposePath free to use?

Yes, PurposePath is available for free. There are no charges to download or use the core features of the application.

### How often is PurposePath updated?

The app was last updated on February 6, 2026, with version 5.22.1. This indicates a commitment to ongoing development and improvements.

### What is the age rating for PurposePath?

PurposePath has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### Does PurposePath have ads?

No, PurposePath does not contain advertisements. Users can access their financial information without interruption from ads.

### What do users think of PurposePath?

PurposePath has received excellent user feedback, with an average rating of 5.0 stars from 4 ratings. This suggests a high level of user satisfaction with the app's functionality and performance.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- 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

### 5.17.1 — 2025-04-17

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.1 — 2024-10-16

- 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 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.3 — 2023-09-07

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 2026-06-01.*