# Sageworth Trust Company — Client Portal

> Client portal for reviewing investment accounts and communicating with financial advisors. (iPhone/iPad app by Sageworth Trust Company.)

- Source: https://appshunter.io/ios/app/sageworth-trust-company/id1547494060 (this page in markdown: same URL + `.md`)
- Developer: [Sageworth Trust Company](https://appshunter.io/developer/1547494062)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.0 · 17 MB
- Languages: English
- Released: 2021-01-11
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sageworth-trust-company/id1547494060/reviews.md

## What is Sageworth Trust Company?

At Sageworth, we take a unique approach to investment management by managing assets strategically within the context of each family’s overall financial situation and objectives. We invest with purpose, seek common sense solutions and aggressively manage risks. We embrace our fiduciary responsibility and dedicate ourselves to thoughtful execution and clear communication.

The Sageworth Mobile app allows clients to review account balances, transaction activity and holdings as well as communicate with your Sageworth team from anywhere.

## Key features

- Review account balances
- View transaction activity
- Check holdings
- Secure client communication
- Access from anywhere


## Frequently asked questions about Sageworth Trust Company

### What can I do with the Sageworth Trust Company app?

The Sageworth Trust Company app allows clients to review their account balances, transaction activity, and holdings. You can also communicate with your Sageworth team directly through the app.

### Is the Sageworth Trust Company app free to use?

Yes, the Sageworth Trust Company app is available for free download and use. It is listed as a free application with no in-app purchases or advertisements.

### What devices support the Sageworth Trust Company app?

The Sageworth Trust Company app is designed for Apple devices, including iPhone, iPad, and iPod. It is compatible with iOS operating systems.

### How secure is the Sageworth Trust Company app?

The app facilitates secure communication with your Sageworth team. While specific security measures are not detailed, financial portals typically employ robust encryption and authentication protocols.

### When was the Sageworth Trust Company app last updated?

The Sageworth Trust Company app was last updated on July 16, 2024, with version 1.5. This indicates ongoing maintenance and potential feature improvements.

### What is the age rating for the Sageworth Trust Company app?

The Sageworth Trust Company app has an age rating of 4+. This suggests it is suitable for a wide range of users and does not contain mature content.

### How does Sageworth Trust Company manage investments?

Sageworth Trust Company manages assets strategically within the context of each family’s overall financial situation and objectives. They focus on investing with purpose, seeking common sense solutions, and aggressively managing risks.

## Version history (last 5 releases)

### 1.5 — 2024-07-16

Improved reporting performance

### 1.4 — 2024-07-01

Re-development of the application.

### 1.3 — 2021-03-31

New: Log user out of the app if it is closed.

### 1.2 — 2021-03-14

Improved UI for messaging.

### 1.1 — 2021-01-18

Replaced one of the screen shots for each Display type

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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.*