# SWP Portal

> SWP Portal (iPhone/iPad app by Semus Wealth Partners, LLC.)

- Source: https://appshunter.io/ios/app/swp-portal/id1556076472 (this page in markdown: same URL + `.md`)
- Developer: [Semus Wealth Partners, LLC](https://appshunter.io/developer/1556076474)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-03-01
- Data updated: 2025-11-25
- User reviews in markdown: https://appshunter.io/ios/app/swp-portal/id1556076472/reviews.md

## What is SWP Portal?

Access all the features of the Semus Wealth Partners client portal from your phone. Monitor your accounts, performance, holdings and shared documents, wherever you are, whenever you want.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-11

- 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 — 2024-04-10

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

### 5.6.7 — 2024-03-05

- 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 — 2023-09-07

Bug fixes and performance updates

### 5.4.0 — 2023-02-14

Bug fixes and performance updates

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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 2025-11-25.*