# Wealth Platform

> Financial management and advisor communication platform. (iPhone/iPad app by Benchmark Capital Limited.)

- Source: https://appshunter.io/ios/app/wealth-platform/id6476329805 (this page in markdown: same URL + `.md`)
- Developer: [Benchmark Capital Limited](https://appshunter.io/developer/1870565914)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 41 MB
- Languages: American English
- Released: 2024-02-21
- Data updated: 2026-07-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-platform/id6476329805/reviews.md

## What is Wealth Platform?

Whatever the time, wherever you are, Wealth Platform helps keep your finances on track.

 - Access to all your information instantly 24/7
 - View a clear and concise financial summary
 - Securely message and share documents with your adviser
 - Analyse your investments
 - Top-up your Fusion Wealth ISAs and GIAs

Wealth Platform is an extension of the relationship with your financial adviser. It gives you the power to master your money and maximise your financial future.

To find out more about Wealth Platform, contact your financial adviser.

Benchmark Capital Limited, Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621.

When using the app, standard data charges may apply. Contact your network carrier for more information.

## Key features

- 24/7 financial information access
- Clear financial summaries
- Secure messaging with advisor
- Investment analysis
- ISA and GIA top-ups

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/wealth-platform/id6476329805/reviews.md

### 3/5 — Does 90% of website functions

*2024-02-26*

Generally fine but a few bits missing. Downloading a large document doesn’t give full preview as some pages are blank. If saved to a location then the whole file is there.  Can’t get a breakdown of investment funds allocations.

**Developer response:** Hi William, thanks for your feedback. Looks like you need help in viewing your documents and we'd love to support you with that, please get in touch with your financial adviser. I'm also pleased to share that we've a packed roadmap, with more planned functionality and features coming, including the ability to see a breakdown of your investment fund allocations.

## Frequently asked questions about Wealth Platform

### What can I do with Wealth Platform?

Wealth Platform allows you to access your financial information 24/7, view summaries, analyze investments, and securely message your financial advisor. You can also top up your Fusion Wealth ISAs and GIAs.

### Is Wealth Platform secure?

Yes, the platform is designed for secure communication and document sharing with your financial advisor. It provides instant access to your information while maintaining security.

### How does Wealth Platform connect me to my advisor?

Wealth Platform acts as an extension of your relationship with your financial advisor, enabling secure messaging and document sharing directly through the app.

### What devices does Wealth Platform support?

Wealth Platform is available for iPhone and iPod devices.

### How often is Wealth Platform updated?

The latest version is 2.12.0, released on 2026-05-05. Updates are provided to enhance functionality and security.

### What is the age rating for Wealth Platform?

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

### Does Wealth Platform have ads?

No, Wealth Platform does not contain advertisements.

### Where can I find more information about Wealth Platform?

For more details about Wealth Platform, you should contact your financial advisor. Benchmark Capital Limited is the developer.

## Version history (last 5 releases)

### 2.15.0 — 2026-07-16

Added Open Banking as a payment method for top-ups. Only eligible platform accounts can be topped up.

### 2.14.0 — 2026-06-25

Maintenance release.

### 2.13.0 — 2026-05-21

Maintenance release.

### 2.12.0 — 2026-05-05

Maintenance release.

### 2.11.0 — 2026-04-14

Maintenance release

## Apps similar to Wealth Platform

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Wealth Portal](https://appshunter.io/ios/app/wealth-portal/id1582466379) | — | Free | Finance |
| [Net Worth Tracker: WealthLog](https://appshunter.io/ios/app/net-worth-tracker-wealthlog/id6741539563) | 4.5 (30) | Free | Finance |
| [Schroders Wealth Management](https://appshunter.io/ios/app/schroders-wealth-management/id1519753541) | — | Free | Finance |
| [Progeny Client Portal](https://appshunter.io/ios/app/progeny-client-portal/id1439064881) | — | Free | Finance |
| [Saturn for Finance](https://appshunter.io/ios/app/saturn-for-finance/id6476673747) | — | Free | Finance |
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## More apps by Benchmark Capital Limited

- [Lloyds Wealth](https://appshunter.io/ios/app/lloyds-wealth/id6477476837)

All apps by Benchmark Capital Limited: https://appshunter.io/developer/1870565914

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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 2026-07-20.*