# Sendero Wealth Management

> Secure financial dashboard with reports, budgeting, and document vault. (iPhone/iPad app by Sendero Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/sendero-wealth-management/id1395485447 (this page in markdown: same URL + `.md`)
- Developer: [Sendero Wealth Management, LLC](https://appshunter.io/developer/1395485446)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2018-07-29
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sendero-wealth-management/id1395485447/reviews.md

## What is Sendero Wealth Management?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
	
TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial advisor communication


## Frequently asked questions about Sendero Wealth Management

### What is Sendero Wealth Management?

Sendero Wealth Management is a free mobile application that provides an intuitive financial dashboard, interactive reports, budgeting tools, and a secure document vault for users to manage their finances and communicate with their financial advisor.

### Is Sendero Wealth Management secure?

Yes, the app is designed to be secure and easy to use, featuring a document vault for securely sending and receiving files with your financial advisor.

### What devices does Sendero Wealth Management support?

Sendero Wealth Management is available on iPhone and iPad devices.

### How often is Sendero Wealth Management updated?

The app was last updated on March 5, 2024, indicating regular maintenance and potential feature additions.

### What are the key features of Sendero Wealth Management?

Key features include an interactive dashboard for a complete financial picture, dynamic reports with current investment information, and a secure document vault for file sharing with your financial advisor.

### What is the age rating for Sendero Wealth Management?

Sendero Wealth Management has an age rating of 17+, suggesting it is intended for adult users.

### Does Sendero Wealth Management have ads?

No, Sendero Wealth Management does not contain advertisements.

### What is the user rating for Sendero Wealth Management?

Sendero Wealth Management has a perfect rating of 5.0 stars based on one review.

## Version history (last 5 releases)

### 2.0.1196849 — 2024-03-05

Updated features and removed bugs.

### 2.0.1114104 — 2023-07-17

Updated features and removed bugs.

### 2.0.743978 — 2021-01-13

Bug fixes and performance improvements.
•	Updated the app logo.

### 2.0.694111 — 2020-09-24

Bug fixes and performance improvements.
•	Updated screenshots.

### 2.0.2160 — 2018-10-17

Bug fixes and stability improvements.

## Apps similar to Sendero Wealth Management

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Pinion Wealth](https://appshunter.io/ios/app/pinion-wealth/id1539474669) | — | Free | Finance |
| [Three Bearings FA](https://appshunter.io/ios/app/three-bearings-fa/id1418655770) | — | Free | Finance |
| [Kingsbridge Wealth Management](https://appshunter.io/ios/app/kingsbridge-wealth-management/id1391964778) | 5.0 (1) | Free | Finance |
| [Sittner & Nelson Client Portal](https://appshunter.io/ios/app/sittner-and-nelson-client-portal/id1535082953) | — | Free | Finance |
| [Seneschal Family Office](https://appshunter.io/ios/app/seneschal-family-office/id1529194960) | — | Free | Finance |
| [MONTAG Wealth Management](https://appshunter.io/ios/app/montag-wealth-management/id1602567972) | — | Free | Finance |

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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 2026-07-05.*