# WealthAims > Exclusive client portal for accessing financial documents and connecting with advisors. (iPhone/iPad app by WealthObjects.) - Source: https://appshunter.io/ios/app/wealthaims/id1670611694 (this page in markdown: same URL + `.md`) - Developer: [WealthObjects](https://appshunter.io/developer/1312379801) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 13.0 · 26 MB - Languages: American English - Released: 2023-02-17 - Data updated: 2026-09-08 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wealthaims/id1670611694/reviews.md ## What is WealthAims? WealthAims is an exclusive Client Portal App designed for clients of a Wealth and Financial Advice Firm. This app's access is granted only after setup through your financial advice firm’s Client Portal website. With WealthAims, you can: Securely access important financial documents shared by your adviser. Stay connected with your financial adviser. This app is a dedicated tool to enhance your financial planning experience, keeping everything you need in one place. If you’re a client of a participating financial advice firm, ensure your login is set up through your adviser’s client portal before using the mobile app. Download WealthAims today and simplify your financial journey! ## Key features - Secure access to financial documents - Connect with financial advisor - Centralized financial planning hub - Client portal access - Simplified financial journey ## Frequently asked questions about WealthAims ### 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. ## Version history (last 4 releases) ### 1.2.3 — 2026-05-26 bug fixes ### 1.1.0 — 2025-12-10 Bug fixes, design update ### 1.0.2 — 2025-03-24 Bugs Fixing and Some Design Modifications ### 1.0 — 2023-02-17 No release notes. ## More apps by WealthObjects - [AdviceObjects](https://appshunter.io/ios/app/adviceobjects/id6469694454) All apps by WealthObjects: https://appshunter.io/developer/1312379801 --- *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 2026-09-08.*