# Sanlam Portfolio

> Comprehensive financial portfolio management and document storage for Sanlam clients. (iPhone/iPad app by Sanlam.)

- Source: https://appshunter.io/ios/app/sanlam-portfolio/id1403839427 (this page in markdown: same URL + `.md`)
- Developer: [Sanlam](https://appshunter.io/developer/1114797117)
- Category: Finance
- Price: Free
- Rating: 4.00/5 from 32 App Store ratings · 52 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.4 · 50 MB
- Languages: American English
- Released: 2021-01-31
- Data updated: 2026-08-29
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sanlam-portfolio/id1403839427/reviews.md

## What is Sanlam Portfolio?

The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault. 

Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


How it works

Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

There is no need to register on another platform.  When you purchase additional products, everything will be automatically included here.

The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam.  It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

Your personal and contact information that we have on record, is provided in a single view.  You can make changes in one place and these are submitted to all the business units that should be updated.

## Key features

- Portfolio overview
- Document access and storage
- Personal information updates
- Service request tracking
- Online transactions
- Biometric login

## Recent user reviews (10 of 52)

All indexed reviews: https://appshunter.io/ios/app/sanlam-portfolio/id1403839427/reviews.md

### 1/5 — Kakste App ooit

*2026-06-20*

Ek meen as jy nie eers ‘n password reset kan doen via ID, email, username nie.. al wat stuur is di f*n OTP….

### 1/5 — Product not shown

*2026-02-09, version 3.1.1*

For some reason. My provident fund is not shown??????  This is the second time that the app is not working properly!

### 1/5 — Face ID unusable

*2026-02-03, version 3.1.0*

Enabling the biometric setting for the app (gives permission to use the Face ID function on the iPhone) causes an error and then you are unable to login to the app. 

You can resolve this by going into the iPhone settings and disabling Face ID for the Sanlam app.

### 1/5 — App is slow and unresponsive

*2026-01-27, version 3.0.14*

The app is very slow and unresponsive. The technology framework used in the front-end is either heavy or the backend services require a rewrite

### 5/5 — Excellent App

*2026-01-07, version 3.0.14*

The App is easy to use

### 1/5 — App not working

*2026-01-01, version 3.0.14*

The app doesnt work. It doenst allow me to access all of the information i want to see regarding my portofolio

### 1/5 — Surname change frustration

*2025-12-29, version 3.0.14*

I have been trying to make changes on my surname I sent the I D and divorce decree in 2022 but no changes has been made to my surname. I'm trying to withdraw funds on my 2 pot and surname does not match with the account number provided so what should I do? I'm really frustrated and I've been sending emails as well after chatting with the agent on WhatsApp but no changes has been made.

### 1/5 — Not user friendly

*2025-12-28, version 3.0.14*

They have so many unnecessary things and you have to go through just to get what you are looking for.

### 1/5 — Unfriendly App

*2025-12-16, version 3.0.14*

This app is NOT user friendly. No ‘back’ button or home button to take you from page to page makes it so difficult to use. This app needs some serious rethinking!!

### 1/5 — Even after updating app u still need to submit form

*2025-12-09, version 3.0.14*

I was sent a form to update my beneficiary while I had already done this on the app

## Frequently asked questions about Sanlam Portfolio

### What does the Sanlam Portfolio app do?

The Sanlam Portfolio app allows you to view and manage all your Sanlam products in one place. You can access key information, review documents like statements and tax certificates, update your personal details, and track service requests. It also provides a secure document vault for storing important personal and financial papers.

### How do I access my documents through the app?

The app provides a dedicated 'Documents' section where you can download agreements, statements, and tax certificates for the past five years, as well as your Will held at Sanlam. Additionally, you can upload and securely store your own personal, financial, and estate-related documents in the online Document Vault.

### Is the Sanlam Portfolio app free to use?

Yes, the Sanlam Portfolio app is free to download and use. There are no subscription fees or in-app purchases required to access its core features. The app is provided as a service to Sanlam clients to enhance their management of their financial portfolios.

### What kind of personal information can I update in the app?

You can update your personal and contact information that Sanlam has on record directly within the app. Once you make changes in one place, these updates are submitted to all relevant Sanlam business units, ensuring your information is consistent across your accounts.

### How does the app ensure the security of my financial information?

The app uses secure sign-in methods, including PIN and fingerprint ID, to protect your access. Your portfolio and personal data are accessed securely, and the document vault provides a safe, encrypted space for storing sensitive documents. Sanlam employs robust security measures to safeguard client information.

## Version history (last 5 releases)

### 3.2.0 — 2026-08-27

General improvements and bug fixes

### 3.1.3 — 2026-05-26

General improvements and bug fixes.

### 3.1.2 — 2026-04-01

General improvements.

### 3.1.1 — 2026-02-06

General bug fixes.

### 3.1.0 — 2026-01-29

General enhancements.

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## More apps by Sanlam

- [Sanlam My Retirement](https://appshunter.io/ios/app/sanlam-my-retirement/id1104863022)
- [Glacier by Sanlam](https://appshunter.io/ios/app/glacier-by-sanlam/id1121504892)
- [Santech](https://appshunter.io/ios/app/santech/id1279245215)
- [Sanlam Reality](https://appshunter.io/ios/app/sanlam-reality/id1303079348)
- [SatrixNOW](https://appshunter.io/ios/app/satrixnow/id1533944120)

All apps by Sanlam: https://appshunter.io/developer/1114797117

## Related topics

[sanlam portfolio](https://appshunter.io/ios/topics/sanlam-portfolio) · [sanlam](https://appshunter.io/ios/topics/sanlam)

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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 2026-08-29.*