About
This exclusive client portal app allows users to securely access financial documents shared by their advisor and stay connected with their financial planning team. It serves as a centralized hub for all your financial needs, simplifying your financial journey. Access is granted only after setup through your firm's Client Portal website.
What's New in WealthAims
1.2.3
May 26, 2026
bug fixes
Developer apps
FAQ
How do I get access to WealthAims?
Access to WealthAims is granted exclusively after setup through your financial advice firm’s Client Portal website. You will need to ensure your login is set up by your adviser before you can use the mobile app.
What kind of financial documents can I access with WealthAims?
WealthAims allows you to securely access important financial documents that have been shared with you by your financial adviser. The specific types of documents depend on what your adviser chooses to share through the portal.
Can I communicate directly with my financial advisor through WealthAims?
Yes, WealthAims is designed to help you stay connected with your financial adviser. While the app facilitates access to documents and information, direct communication features may vary based on your firm's implementation.
Is WealthAims available on Android devices?
WealthAims is currently supported on iPhone and iPad devices. It is not specified if it is available for Android at this time.
How often is WealthAims updated?
The latest version of WealthAims is 1.2.3, which was last updated on May 26, 2026. This indicates a recent update, suggesting ongoing development and maintenance.
What is the security like for WealthAims?
WealthAims is designed as a secure client portal for accessing sensitive financial documents. Access is strictly controlled and requires setup through your financial firm's official Client Portal.
What is the age rating for WealthAims?
WealthAims has an age rating of 4+. This means it is suitable for users of all ages, with no mature content restrictions.
Does WealthAims have ads?
No, WealthAims does not contain advertisements. The app is free to use and does not display any ads, ensuring an uninterrupted experience for clients.