# Wealth Portal

> Aggregated family wealth management and communication platform. (iPhone/iPad app by Family Capital Limited.)

- Source: https://appshunter.io/ios/app/wealth-portal/id1582466379 (this page in markdown: same URL + `.md`)
- Developer: [Family Capital Limited](https://appshunter.io/developer/1515016691)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 156 MB
- Released: 2024-09-27
- Data updated: 2026-08-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-portal/id1582466379/reviews.md

## What is Wealth Portal?

Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time.

Use the Wealth Portal App to:

-	View and manage your entire portfolio
-	View and manage your property and chattels
-	Link your savings and invest through open banking
-	Communicate in a secure environment
-	Manage your cashflow
-	Create a financial forecast for you and your family
-	Store and manage important documents
-	Open new accounts
-	Top-up existing accounts through open
-	Link your trust and corporate accounts
-	Link family members
-	Access your own Family Office
-	Monitor the environmental impact of investing

## Key features

- Aggregated wealth overview
- Portfolio and holdings management
- Property and chattel valuation tracking
- Open banking for account connection
- Secure communication suite
- Financial forecasting
- Document management

## What do users think of Wealth Portal?

**Pros**

- 🚀 Fantastic app
- 👍 Outstanding and simple
- 👍 Hugely impressive
- 👍 Brilliant app
- 👍 Defragment your financial life
- 👍 Feeling empowered
- 👍 Best digital wealth app
- 👍 Great personal finance app
- 👍 Very user friendly
- 👍 Worth 5 stars
- 👍 Fantastic
- 👍 Great app
- 👍 Great app, fantastic service

**Cons**

- 💡 Minor suggestions for sign-up process and messaging function

## Recent user reviews (10 of 18)

All indexed reviews: https://appshunter.io/ios/app/wealth-portal/id1582466379/reviews.md

### 5/5 — Great Appreciate

*2025-11-21, version 1.16*

Great

### 5/5 — Sign up

*2025-07-23, version 1.16*

There is no option to sign up to your App.

### 5/5 — Fantastic

*2024-04-28, version 1.09*

Great app!

### 5/5 — Outstanding and Simple

*2024-03-20, version 1.09*

I use this app all the time. The messaging system is a superb way to communicate with the team and leaves a perfect audit trail. Docbox allows for all documents to be shared and stored centrally. An overview of my holdings is also very clear and concise.

### 5/5 — Hugely Impressive

*2024-03-08, version 1.09*

Only got my logon yesterday and have to congratulate whoever designed this. It is the little things that matter, for example I just renewed our sons car insurance and took a photo of the renewal linked to the car! The values of our investments are a given.

### 5/5 — Minor Suggestions

*2024-03-04, version 1.09*

Brilliant app! I usually utilise my Dell PC, but after being recommended to download this, I am inclined to continue with the mobile version henceforth. I don't fully exploit all its features, but using it to contribute to my grandchildren's pensions was outstanding. I managed to top up all five in one go. Apart from this, I frequently review clauses and upload documents for our adviser to access, the most recent being our statements from an old Prudential With-Profits pension. It's straightforward - simply navigate to the pension section in the app and attach the document. An additional convenient feature is the ability to take a photo rather than just attaching existing files.  

We were invited to provide feedback on aspects that could improve. I would suggest that the sign-up process could be simplified; however, once set up with added security measures, we've encountered no issues. Another feature that could be enhanced is the messaging function; at times, it can be confusing to ascertain whom I'm conversing with, especially when the adviser interjects during a discussion with someone else.

### 5/5 — Defragment your financial life

*2024-03-04, version 1.09*

My husband and I use the Wealth Portal app with our financial planners, Strategic Wealth Partners. Before, our money was all over the place, but now with Wealth Portal, we have a more meaningful, holistic view of our finances. It shows us everything we've got, like cash, investments, property and chattels - making our chats with our financial planner much better. Definitely worth a go if you want to keep your money organised!

### 5/5 — Feeling empowered

*2024-02-28, version 1.09*

We both love the fact that we can see our investments real time valuations without having to contact our Adviser and the fact that we can store useful documents like our contents insurance valuations which we’ve always had all over the place before this!! Very easy to use…

### 5/5 — Best digital wealth app

*2022-06-07, version 1.02*

Having used a lot of digital apps in the past, this is by far the most intuitive and accessible service I have found. Definitely worth a look

### 5/5 — Great personal finance app

*2022-04-29, version 1.02*

Great to have my financial life all in one app. Love the camera pdf creator, really useful and so much faster than a scanner!

## Frequently asked questions about Wealth Portal

### What does the Wealth Portal app do?

The Wealth Portal app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to access your portfolio, track property valuations, connect bank accounts via open banking, and manage your chattels and assets globally. It also includes a secure communications suite for sharing files and communicating with your wealth manager.

### What are the key features of the Wealth Portal app?

Key features include viewing and managing your entire portfolio, tracking property and chattels, linking savings and investments through open banking, secure communication, cashflow management, financial forecasting, and storing important documents. You can also open new accounts, top-up existing ones, and link trust, corporate, and family member accounts.

### Is the Wealth Portal app free to use?

Based on the provided information, the app is listed as 'free' and does not have in-app purchases or ads. This suggests that the core functionality of the app is available without direct cost to the user.

### What kind of financial accounts can I link to the Wealth Portal app?

You can link your savings and investment accounts through open banking. Additionally, the app allows you to link trust and corporate accounts, as well as accounts for family members. This enables a consolidated view of all your financial holdings.

### How does the Wealth Portal app help with financial planning?

The app assists with financial planning by allowing you to create a financial forecast for yourself and your family. It also provides a complete picture of your aggregated wealth, enabling better decision-making regarding cashflow management and investment strategies.

## Version history (last 5 releases)

### 2.14 — 2026-07-26

Document scanner - improved light handling

### 2.13 — 2026-07-22

Service updates.

### 2.12 — 2026-07-19

Auto crop now removes margins on full sized scans

### 2.11 — 2026-07-14

Document scanning improvements - camera capture now has auto edge detection and correction.

### 2.10 — 2026-06-22

General service release

## Apps similar to Wealth Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [LGT Wealth UK](https://appshunter.io/ios/app/lgt-wealth-uk/id1493505573) | — | Free | Finance |
| [Wealth Portal by Elite Wealth](https://appshunter.io/ios/app/wealth-portal-by-elite-wealth/id1584071452) | — | Free | Finance |
| [Wealt](https://appshunter.io/ios/app/wealt/id6480299184) | — | Free | Finance |
| [Schroders Wealth Management](https://appshunter.io/ios/app/schroders-wealth-management/id1519753541) | — | Free | Finance |
| [Wealth Platform](https://appshunter.io/ios/app/wealth-platform/id6476329805) | — | Free | Finance |
| [Ryban: Wealth Portfolio](https://appshunter.io/ios/app/ryban-wealth-portfolio/id6753864533) | 5.0 (2) | Free | Finance |

## More apps by Family Capital Limited

- [My Platform](https://appshunter.io/ios/app/my-platform/id1515016692)

All apps by Family Capital Limited: https://appshunter.io/developer/1515016691

---

*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 2026-08-07.*