# RAI Wealth > Digital platform for viewing and managing your complete financial picture. (iPhone/iPad app by RAI Wealth.) - Source: https://appshunter.io/ios/app/rai-wealth/id1455136200 (this page in markdown: same URL + `.md`) - Developer: [RAI Wealth](https://appshunter.io/developer/1455136199) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 14.0 · 1 MB - Languages: English - Released: 2019-03-09 - Data updated: 2026-06-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/rai-wealth/id1455136200/reviews.md ## What is RAI Wealth? RAI Wealth has partnered with Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey. Our portal provides a clear, complete and simple way for you to view your Financial Picture from anywhere at any time. See if you’re Financial Plan is still on track along with your balance sheet, performance, most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. RAI Wealth’s dashboard provides data updated daily to track trends and manage your cash flow. Our Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform. Our permissions based technology makes it easy to share info with your advisor and service team. Together, we can ensure that you’re always tracking your financial goals. This portal provides the opportunity to have real time conversations with your RAI Wealth Team. IT’S EASY TO GET STARTED Access is available by contacting your wealth RAI Wealth Team today. KEY WEALTH ACCESS FEATURES: Industry’s leading PFM designed for high net worth clients that includes: View your Financial Plan and if you’re on track View entire portfolio in real time Simplified reporting and access Accessible from anywhere Client service team to assist in aggregation set-up and onboarding Multi-generational wealth views Fully integrated with the industry’s leading financial planning systems Ability to store financial documents in a secure, digital vault Shareable with Bankers, Accountants, Lawyers and Family Members Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. ## Key features - View financial plan and progress - Real-time portfolio overview - Intelligent data aggregation - Secure digital document vault - Shareable with advisors and family - Multi-generational wealth views ## Frequently asked questions about RAI Wealth ### How do I get started with RAI Wealth? Access to RAI Wealth is available by contacting your wealth RAI Wealth Team directly. They will assist with the aggregation setup and onboarding process to get you started. ### What financial institutions does RAI Wealth connect to? RAI Wealth's Intelligent Aggregation links to over 20,000 different institutions, including both US and international financial institutions, to provide a complete view of your assets and liabilities. ### Can I share my financial information with others using RAI Wealth? Yes, RAI Wealth utilizes permissions-based technology that makes it easy to share information with your advisor and service team. You can also share with bankers, accountants, lawyers, and family members. ### Is my financial data secure with RAI Wealth? Yes, the platform is designed with security in mind, providing a secure platform for all your financial data. It also includes a secure, digital vault for storing financial documents. ### How often is the data updated in RAI Wealth? RAI Wealth's dashboard provides data updated daily to help you track trends and manage your cash flow effectively. ### What devices can I use RAI Wealth on? RAI Wealth is available on iPhone, iPad, and iPod devices, allowing you to view your financial picture from anywhere at any time. ### Does RAI Wealth have ads? No, RAI Wealth is ad-free, providing an uninterrupted experience for managing your finances. ### What is the update frequency for RAI Wealth? The latest version of RAI Wealth is 1.1, which was last updated on November 9, 2022. This indicates regular maintenance and updates from the developer. ## Version history (last 2 releases) ### 1.1 — 2022-11-09 Bug fixes and enhancements. ### 1.0 — 2019-03-07 No release notes. ## Apps similar to RAI Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [iBB @ Hinsdale Bank & Trust](https://appshunter.io/ios/app/ibb-hinsdale-bank-and-trust/id1406420502) | — | Free | Finance | | [MCarloRisk](https://appshunter.io/ios/app/mcarlorisk/id412346415) | 4.8 (5) | Free | Finance | | [CLSA Mobile](https://appshunter.io/ios/app/clsa-mobile/id1135807700) | 5.0 (3) | Free | Finance | | [TickTrader](https://appshunter.io/ios/app/ticktrader/id1394614040) | 1.5 (44) | Free | Finance | | [Cardano ADA Price](https://appshunter.io/ios/app/cardano-ada-price/id1627719178) | — | Free | Finance | | [EntasisAM](https://appshunter.io/ios/app/entasisam/id1256636421) | 5.0 (1) | Free | Finance | ## More apps by RAI Wealth - [RAI Wealth Client Portal](https://appshunter.io/ios/app/rai-wealth-client-portal/id6670169700) All apps by RAI Wealth: https://appshunter.io/developer/1455136199 --- *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 2026-06-22.*