# Wealthspire Client Portal

> Secure financial dashboard with investment tracking, budgeting, and document vault. (iPhone/iPad app by Sontag Advisory LLC.)

- Source: https://appshunter.io/ios/app/wealthspire-client-portal/id1091661595 (this page in markdown: same URL + `.md`)
- Developer: [Sontag Advisory LLC](https://appshunter.io/developer/1395638183)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 67 MB
- Released: 2016-04-18
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthspire-client-portal/id1091661595/reviews.md

## What is Wealthspire Client Portal?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	And more!

## Key features

- Interactive financial dashboard
- Document vault
- Interactive reports
- Budgeting tools
- Investment information


## Frequently asked questions about Wealthspire Client Portal

### What is Wealthspire Client Portal?

Wealthspire Client Portal is a mobile application designed to provide users with an intuitive financial dashboard, a secure document vault, and interactive reports for managing their finances and investments.

### Is Wealthspire Client Portal free to use?

Yes, Wealthspire Client Portal is available for free download and use. It does not have any in-app purchases or advertisements.

### What devices does Wealthspire Client Portal support?

Wealthspire Client Portal is compatible with iPhone, iPad, and iPod devices.

### How secure is Wealthspire Client Portal?

The app is described as secure and easy to use, providing a safe environment for managing sensitive financial information and documents.

### What kind of reports does Wealthspire Client Portal offer?

Wealthspire Client Portal provides dynamic reports that include current investment information, offering users insights into their portfolio's performance.

### When was Wealthspire Client Portal last updated?

The latest version of Wealthspire Client Portal was updated on May 7, 2021.

### What is the age rating for Wealthspire Client Portal?

Wealthspire Client Portal has an age rating of 17+, indicating it is intended for mature users.

### What do users think of Wealthspire Client Portal?

Based on the available data, Wealthspire Client Portal has received an excellent rating of 5.0 stars from 3 user reviews.

## Version history (last 5 releases)

### 2.0.806019 — 2021-05-07

Bug fixes and performance improvements.
•	Updated the app logo
•	Updated screenshots

### 2.0.547003 — 2020-02-10

Bug fixes and performance improvements.
•Updated app name to comply with Apple’s new shorter name requirements
•Updated the app logo
•Updated screenshots

### 2.0.2160 — 2018-10-17

Bug fixes and stability improvements

### 2.0.1 — 2018-09-18

See your complete financial picture and interact with your financial advisor

### 2.0 — 2018-02-26

See your complete financial picture and interact with your financial advisor

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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 2026-06-01.*