Free

Rating summary

Details

  • Released
  • Updated
  • August 6, 2020
  • July 19, 2026

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

5.23.0

July 19, 2026

- 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

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