# Wealth Intelligently Navigated

> Wealth Intelligently Navigated (iPhone/iPad app by Wealth Intelligently Navigated.)

- Source: https://appshunter.io/ios/app/wealth-intelligently-navigated/id6793199823 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Intelligently Navigated](https://appshunter.io/developer/6793196514)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.5 · 141 MB
- Languages: American English
- Released: 2026-08-18
- Data updated: 2026-10-08
- User reviews in markdown: https://appshunter.io/ios/app/wealth-intelligently-navigated/id6793199823/reviews.md

## What is Wealth Intelligently Navigated?

The Wealth Intelligently Navigated (WIN) mobile app gives authorized clients of Wealth Intelligently Navigated, LLC convenient access to their financial information in a simple, elegant interface. Clients can review account balances, holdings, allocation, performance, transactions, and documents made available through the WIN Client Portal. The app provides a clear view of your financial picture and helps you stay connected with your WIN advisory team wherever you are.

Access is limited to current WIN clients who have been authorized for the mobile application. Existing users should sign in with the credentials associated with their WIN Client Portal account. To request access or receive help with the app, contact the WIN team at steve@winwealthadvisors.com or visit winwealthadvisors.com/Contact.

Investment advisory services are offered through Wealth Intelligently Navigated, LLC, a registered investment adviser. Investing involves risk, including possible loss of principal. Information displayed in the app is provided for informational purposes.


## Version history (last 2 releases)

### 1.98.1 — 2026-09-15

• To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes

### 1.97 — 2026-08-18

No release notes.

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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 2026-10-08.*