# Skybound Wealth — Wealth, Clearly Managed > Comprehensive wealth management app for tracking investments and financial planning. (iPhone/iPad app by Skybound Wealth Management.) - Source: https://appshunter.io/ios/app/skybound-wealth/id6473899389 (this page in markdown: same URL + `.md`) - Developer: [Skybound Wealth Management](https://appshunter.io/developer/1720129516) - Category: Finance - Price: Free - Age rating: 17+ - Requires: iOS 15.1 · 105 MB - Languages: American English - Released: 2024-03-15 - Data updated: 2026-08-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/skybound-wealth/id6473899389/reviews.md ## What is Skybound Wealth? Skybound Wealth is your complete wealth management app, designed to give you clarity, control, and confidence over your financial life. View your investments, plan for the future, and stay connected with your adviser, all in one secure and intuitive platform. View your portfolio through clear performance insights and interactive charts. See your full financial picture using the redesigned Plan screen, bringing together income, expenses, assets, liabilities, net worth, and monthly surplus in one place. Stay connected with your adviser like never before. View their profile, including contact details, qualifications, areas of expertise, and the regions they support. Call or email directly, share their contact card with someone who could benefit, and book meetings straight through the app. You'll always know who is guiding your financial plan and how to reach them. Explore our redesigned Learn and Invest experience. Stay informed with curated articles, videos, podcasts, guides, magazines, and events in Learn, or discover investment opportunities, financial planning solutions, insurance, mortgages, property, and more in Invest. Register your interest directly through the app and continue the conversation with your adviser. Complete key financial tasks from anywhere. Verify your identity through our guided KYC journey, securely upload and manage documents in your personal Document Vault, and review and sign documents digitally using DocuSign. Everything is designed to make managing your finances faster, simpler, and more convenient. Manage payments, request valuations, and complete or renew your Risk Profile digitally. Updates sync seamlessly with your adviser, helping keep your financial plan aligned. Built by Skybound Wealth, a global leader in financial planning, the app combines decades of expertise with modern technology to help you stay informed, make confident decisions, and build your wealth with purpose. Download Skybound Wealth today and experience a smarter way to manage your financial future. ## Key features - Investment tracking - Financial planning tools - Advisor connection - Financial insights hub - Digital action management - Portfolio performance visualization ## Recent user reviews (10 of 11) All indexed reviews: https://appshunter.io/ios/app/skybound-wealth/id6473899389/reviews.md ### 5/5 — Great Experience *2025-10-02, version 2.2.0* App seems very sleek to use and gives me a complete idea of my investments ### 5/5 — Mike *2025-08-31, version 2.2.0* Love this App..!!! ### 5/5 — Great *2025-05-03, version 2.1.0* Great app, very helpful. ### 5/5 — Adviser Use *2025-01-11, version 2.0.0* As a current Skybound WM adviser, the app has changed the way in which our clients can access both their investment performance, planning and up to date information and news from Team Skybound! Game changer! ### 5/5 — Easy and convenient *2024-10-09, version 1.0.4* The app is super easy to use. All my portfolios are seamlessly accessible. ### 5/5 — Smashing App *2024-10-01, version 1.0.4* Great app as I can see all my valuations, live! ### 5/5 — Good experience *2024-10-01, version 1.0.4* I’ve had a great experience using the app. The interface is very user friendly, and it provides clear and detailed information on my investments. ### 5/5 — Easy Functionality *2024-09-20, version 1.0.4* The app gives me easy access to my valuations, requesting tasks and accessing blogs. Definite upgrade from the previous web interface. ### 5/5 — Great *2024-09-19, version 1.0.4* Great App! very intuitive and easy to use. I like the blog articles, they are easy read. ### 5/5 — Convenient and Easy-to-Use for Managing My Portfolio *2024-09-18, version 1.0.4* I’m an existing Skybound client, and having my portfolio accessible from my phone is a game-changer. The app is easy to use, with a clean design, making it simple to track my investments and stay up-to-date. Highly recommend for any Skybound clients. ## Frequently asked questions about Skybound Wealth ### What is SkyboundWM? SkyboundWM is a free wealth management app designed to help users track investments, plan their financial future, and stay connected with their financial advisor. It offers a secure and intuitive platform for managing your complete financial life. ### Is SkyboundWM secure? Yes, SkyboundWM is built with security in mind, offering a secure platform for managing your financial information. Any updates made within the app sync instantly with your adviser through secure two-way integration. ### What financial information can I track with SkyboundWM? You can view your portfolio with clear performance insights and interactive charts. The app also displays your full financial picture, including income, expenses, assets, liabilities, net worth, and monthly surplus. ### How does SkyboundWM help me connect with my advisor? SkyboundWM allows you to view your advisor's profile, contact them directly, and book meetings within the app. This ensures you always know who is guiding your plan and can easily communicate with them. ### Does SkyboundWM offer financial insights? Yes, the 'Explore' screen in SkyboundWM is a curated hub for financial insights, planning ideas, solutions, and upcoming events. Content is refreshed regularly to spark meaningful conversations. ### Can I manage key financial actions through SkyboundWM? Yes, you can easily update payments, request valuations, and complete or renew your Risk Profile digitally through the app. These updates sync instantly with your adviser. ### What devices is SkyboundWM available on? SkyboundWM is available on iPhone and iPod devices. It is designed to provide a seamless experience across these platforms. ### How often is SkyboundWM updated? The latest version of SkyboundWM is 3.0.0, released on March 15, 2024, with the last update on January 6, 2026. This indicates a commitment to regular updates and improvements. ## Version history (last 5 releases) ### 3.2.0 — 2026-07-30 • Explore Learn, your new destination for blogs, videos, podcasts, guides, magazines, and events • Discover Invest, featuring investment opportunities, property, insurance, mortgages, and financial planning solutions • Complete your KYC journey, securely store documents in your Document Vault, and sign documents digitally with DocuSign • Fully upgraded adviser profiles with meeting booking and richer adviser information ### 3.0.1 — 2026-04-30 What’s New in Version 3.1 • Enhanced Plan screen with an improved interface for a clearer view of your finances • New KYC flow for identity verification directly within the app • Secure document vault to upload and manage your financial documents • Digital document signing with DocuSign for a faster, more seamless experience ### 3.0.0 — 2026-01-06 Introducing the new client dashboard with a clearer, more intuitive view of your financial position • See portfolio values, key insights, and quick actions in one streamlined dashboard • Discover the new Explore screen, your hub for insights, planning ideas, solutions, and events • Browse curated blogs, videos, and podcasts tailored to your financial goals • Fully upgraded adviser profiles with contact details, qualifications, expertise, and supported regions • Book meetings directly through the app, choose a time, and add notes in advance • Share your adviser’s contact card and connect others to trusted advice ### 2.2.2 — 2025-11-03 What’s New: - Discover the new Explore screen your hub for insights, planning tips, events, and more - Browse curated blogs, videos, and podcasts tailored to your financial goals - View your adviser’s full profile contact details, qualifications, areas of expertise, and regions they support - Share your adviser’s contact card and connect others to trusted advice - Book meetings directly through the app select a time and add notes ahead of your session ### 2.2.0 — 2025-08-04 - Discover the new Explore screen – your curated hub for insights, ideas, and financial solutions - Browse articles, videos, and podcasts tailored to your goals and life stage - Get notified when new content is added and reach out to your advisor directly - Calculate your Passive Income potential and see how close you are to financial freedom - Explore what it takes to generate steady income from your investments – now and in the future ## Apps similar to Skybound Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [HAL Pay](https://appshunter.io/ios/app/hal-pay/id6736759821) | — | Free | Finance | | [MYNE Wealth](https://appshunter.io/ios/app/myne-wealth/id6739069238) | — | Free | Finance | | [Hoxton Wealth](https://appshunter.io/ios/app/hoxton-wealth/id1542197648) | 4.5 (42) | Free | Finance | | [Crunch : Money Manager](https://appshunter.io/ios/app/crunch-money-manager/id1571747682) | 4.2 (11) | Free | Finance | | [Octopus: Budget, Money Tracker](https://appshunter.io/ios/app/octopus-budget-money-tracker/id6468481995) | — | Free | Finance | | [Edfundo](https://appshunter.io/ios/app/edfundo/id1588132022) | 2.3 (3) | Free | Finance | --- *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 2026-08-05.*