# Wealth Portal by Elite Wealth — Wealth Management

> Wealth Management (iPhone/iPad app by Elite Wealth.)

- Source: https://appshunter.io/ios/app/wealth-portal-by-elite-wealth/id1584071452 (this page in markdown: same URL + `.md`)
- Developer: [Elite Wealth](https://appshunter.io/developer/1584071454)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.4 · 46 MB
- Languages: American English
- Released: 2021-09-02
- Data updated: 2026-08-28
- User reviews in markdown: https://appshunter.io/ios/app/wealth-portal-by-elite-wealth/id1584071452/reviews.md

## What is Wealth Portal by Elite Wealth?

Elite Wealth is a software solutions company and provides a service to Financial Advisors.

The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules.

Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Information.

This mobile application provides an easy way for Elite Wealth customers to view their data, in the palm of their hands, and is a complimentary tool to an already existing product.


## Version history (last 5 releases)

### 1.8.0 — 2026-08-27

Minor bug fixes

### 1.7.1 — 2026-01-29

Minor bug fixes

### 1.7.0 — 2025-08-21

Minor bug fixes

### 1.6.0 — 2025-05-08

Minor bug fixes

### 1.5.0 — 2024-07-12

General Improvements

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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 2026-08-28.*