# Syntegra Mobile

> Syntegra Mobile (iPhone/iPad app by Syntegra Private Wealth Group, LLC.)

- Source: https://appshunter.io/ios/app/syntegra-mobile/id1668457368 (this page in markdown: same URL + `.md`)
- Developer: [Syntegra Private Wealth Group, LLC](https://appshunter.io/developer/1668457370)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2023-01-31
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/syntegra-mobile/id1668457368/reviews.md

## What is Syntegra Mobile?

This Mobile App is for clients of Syntegra Private Wealth Group. This is your Client Portal to view your portfolio values and allocations, privately shared documents, and contact information for your advisor.


## Version history (last 5 releases)

### 5.17.0 — 2025-01-28

- 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 — 2024-09-07

- 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 — 2024-04-11

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

### 5.6.5 — 2024-01-25

- 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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*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 2026-05-17.*