# SAP Client Portal

> Mobile app for wealth management and advisor collaboration. (iPhone/iPad app by Strategic Advisory Partners LLC.)

- Source: https://appshunter.io/ios/app/sap-client-portal/id6446286153 (this page in markdown: same URL + `.md`)
- Developer: [Strategic Advisory Partners LLC](https://appshunter.io/developer/1677144562)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2023-03-15
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sap-client-portal/id6446286153/reviews.md

## What is SAP Client Portal?

This Mobile App allows you to access the tools you need to manage your wealth and collaborate with your advisor.

## Key features

- Wealth management tools
- Advisor collaboration
- Financial access
- Secure portal


## Frequently asked questions about SAP Client Portal

### What is SAP Client Portal?

SAP Client Portal is a mobile application designed to help users manage their wealth and collaborate with their financial advisor. It provides tools for overseeing finances and facilitating communication.

### Is SAP Client Portal free to use?

Yes, SAP Client Portal is available for free download and use. There are no associated costs to access its wealth management and advisor collaboration features.

### What devices support SAP Client Portal?

SAP Client Portal is compatible with iPhone, iPad, and iPod devices. It is designed for use on Apple's mobile operating system.

### How secure is SAP Client Portal?

While specific security measures are not detailed, financial management apps typically employ robust security protocols to protect user data. Users can expect standard industry practices for safeguarding financial information.

### When was SAP Client Portal last updated?

The latest version of SAP Client Portal, 5.17.0, was last updated on January 27, 2025. This indicates regular updates to maintain functionality and security.

### What is the age rating for SAP Client Portal?

SAP Client Portal has an age rating of 4+. This suggests it is suitable for users of all ages, with no content restrictions.

### Does SAP Client Portal have ads?

No, SAP Client Portal does not contain advertisements. The app is free to use and does not display any ads to its users.

### What do users think of SAP Client Portal?

Based on available data, SAP Client Portal has received a perfect 5.0-star rating from one review. This suggests a highly positive initial user experience.

## Version history (last 5 releases)

### 5.17.0 — 2025-01-27

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-12

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-11-30

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

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| --- | --- | --- | --- |
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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.*