# VestGen Wealth Partners

> Mobile access to investment accounts, holdings, and financial documents. (iPhone/iPad app by Hanlon Investment Management Inc..)

- Source: https://appshunter.io/ios/app/vestgen-wealth-partners/id6450509679 (this page in markdown: same URL + `.md`)
- Developer: [Hanlon Investment Management Inc.](https://appshunter.io/developer/1693597946)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-06-22
- Data updated: 2026-06-03
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/vestgen-wealth-partners/id6450509679/reviews.md

## What is VestGen Wealth Partners?

VestGen Mobile allows you to access your accounts managed and stay up to date with your investments wherever you use your mobile devices. You can view your individual account values and holdings, access your document vault to view signed account documents, the Quarterly Report Packages as well as integration of custodial documents to obtain account statements, tax documents and notifications via e-delivery.

## Key features

- View account values and holdings
- Access document vault
- View signed account documents
- Access Quarterly Report Packages
- Integrate custodial documents
- Obtain account statements and tax documents


## Frequently asked questions about VestGen Wealth Partners

### What can I do with VestGen Wealth Partners?

VestGen Wealth Partners allows you to view your individual account values and holdings, access your document vault for signed documents and report packages, and integrate custodial documents for statements and tax forms directly from your mobile device.

### Is VestGen Wealth Partners free to use?

Yes, VestGen Wealth Partners is available for free download and use. There are no associated costs to access your investment accounts and financial documents through the app.

### What devices does VestGen Wealth Partners support?

VestGen Wealth Partners is designed for mobile access and is supported on iPhone, iPad, and iPod devices.

### How secure is VestGen Wealth Partners?

While specific security measures are not detailed in the description, financial apps typically employ robust security protocols to protect user data and account information. It is recommended to enable any available security features within the app.

### How often is VestGen Wealth Partners updated?

The app was last updated on May 22, 2025, with version 5.19.0. This indicates regular updates are provided by the developer to ensure functionality and security.

### What is the age rating for VestGen Wealth Partners?

VestGen Wealth Partners has an age rating of 4+, making it suitable for a wide range of users.

### Does VestGen Wealth Partners have ads?

No, VestGen Wealth Partners does not contain advertisements. The app is free to use and does not display any ads.

### Where can I find my account statements and tax documents?

You can access your account statements and tax documents through the 'document vault' feature within VestGen Wealth Partners. This includes integration of custodial documents for easy retrieval.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-22

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2025-01-15

- 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 — 2024-08-31

- 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 — 2024-03-25

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

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

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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 2026-06-03.*