# Swad Wealth

> Swad Wealth (iPhone/iPad app by Swad Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/swad-wealth/id6466816580 (this page in markdown: same URL + `.md`)
- Developer: [Swad Wealth Management, LLC](https://appshunter.io/developer/1707848750)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-09-19
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/swad-wealth/id6466816580/reviews.md

## What is Swad Wealth?

See your complete financial picture and interact with your financial advisor. 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. /n TOP FEATURES /n -Interactive dashboard showing you your complete financial picture /n -Dynamic reports with current investment information /n -Document vault for securely sending and receiving files with your financial advisor /n -And more!


## Version history (last 1 release)

### 5.14.1 — 2024-09-18

- 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

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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 2026-05-18.*