# Waverly Advisors

> Mobile app for Waverly Advisors clients to view account valuation, performance, and reports. (iPhone/iPad app by Waverly Advisors, LLC.)

- Source: https://appshunter.io/ios/app/waverly-advisors/id796462003 (this page in markdown: same URL + `.md`)
- Developer: [Waverly Advisors, LLC](https://appshunter.io/developer/796462006)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2014-01-17
- Data updated: 2026-08-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/waverly-advisors/id796462003/reviews.md

## What is Waverly Advisors?

This mobile application is available exclusively for Waverly Advisors' clients. The app allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.

## Key features

- View account valuation
- Track performance
- Access reports
- Exclusive client access
- Mobile-optimized interface


## Frequently asked questions about Waverly Advisors

### Is Waverly Advisors free to use?

Yes, Waverly Advisors is available for free. It is exclusively for Waverly Advisors' clients and does not require any payment to download or use its features.

### What financial information can I see in Waverly Advisors?

Waverly Advisors allows you to view your account valuation, performance metrics, and detailed reporting information directly on your mobile device.

### Is Waverly Advisors secure for my financial data?

While specific security measures are not detailed, the app is developed by Waverly Advisors, LLC, and is designed for authorized clients to access sensitive financial information.

### What devices are supported by Waverly Advisors?

Waverly Advisors is compatible with iPhone, iPad, and iPod devices, offering a mobile-optimized experience for managing your accounts.

### How often is Waverly Advisors updated?

The latest version of Waverly Advisors is 5.22.1, and it was last updated on February 7, 2026, indicating regular maintenance and updates.

### What is the age rating for Waverly Advisors?

Waverly Advisors has an age rating of 4+, making it suitable for users of all ages who are clients of Waverly Advisors.

### Does Waverly Advisors have ads?

No, Waverly Advisors does not contain advertisements. As a client-exclusive application, it focuses on providing a streamlined financial management experience without interruptions.

### Can I link external financial institutions to Waverly Advisors?

The provided information indicates that Waverly Advisors is for viewing account information specific to Waverly Advisors' clients. It does not mention the ability to link external financial institutions.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-07

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-15

- 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 — 2024-09-16

- 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 — 2024-01-26

- 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

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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 2026-08-06.*