Free

Rating summary

Details

  • Released
  • Updated
  • August 6, 2020
  • May 29, 2025

Features

PWP Mobile screenshot #1 for iPhone
PWP Mobile screenshot #2 for iPhone
PWP Mobile screenshot #3 for iPhone
PWP Mobile screenshot #4 for iPhone
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About

The Perspective Wealth Partners mobile app gives clients on-the-go access to portfolio accounts, positions, allocations, and more. This is the official app of Perspective Wealth Partners based in Boise, Idaho.
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What's New in PWP Mobile

5.19.0

May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

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