# WeDiligent

> Comprehensive wealth management and investment tracking app for diverse financial assets. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/wediligent/id6502516796 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-05-17
- Data updated: 2026-08-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wediligent/id6502516796/reviews.md

## What is WeDiligent?

WeDiligent is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online mutual fund investment
- Capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about WeDiligent

### What financial assets can I track with WeDiligent?

WeDiligent allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are visible in one place.

### Can I invest directly through WeDiligent?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through WeDiligent. The app tracks all your orders until unit allotment for complete transparency.

### Does WeDiligent offer reports on capital gains?

Yes, WeDiligent provides advanced Capital Gain Reports. This feature helps you understand and manage your investment profits and losses effectively.

### What kind of calculators are available in WeDiligent?

WeDiligent includes a variety of useful financial calculators such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators to aid in your financial planning.

### How secure is my financial data with WeDiligent?

WeDiligent offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. The app focuses on providing detailed financial reports and tracking capabilities.

### Is WeDiligent available on multiple devices?

WeDiligent is available for both iPhone and iPad, allowing you to manage your finances across different Apple devices.

### How often is WeDiligent updated?

The latest version of WeDiligent is 1.7.3, last updated on May 15, 2026. This indicates a recent update, suggesting ongoing development and support for the application.

### Does WeDiligent have ads?

WeDiligent is ad-free, meaning you can manage your finances without any advertisements interrupting your experience.

## Version history (last 5 releases)

### 1.7.4 — 2026-08-14

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 1.7.3 — 2026-05-15

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 1.6.3 — 2026-02-05

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 1.5.8 — 2025-10-30

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 1.3.1 — 2025-09-04

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

## Apps similar to WeDiligent

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Uncomplicated by ARWL](https://appshunter.io/ios/app/uncomplicated-by-arwl/id6740699140) | — | Free | Finance |
| [Wise Turtle](https://appshunter.io/ios/app/wise-turtle/id1665134710) | 5.0 (2) | Free | Finance |
| [MF - Bonanza](https://appshunter.io/ios/app/mf-bonanza/id1495777217) | 5.0 (2) | Free | Finance |
| [Advisor X By REDVision](https://appshunter.io/ios/app/advisor-x-by-redvision/id1530330504) | — | Free | Finance |
| [Dalmia Wealth](https://appshunter.io/ios/app/dalmia-wealth/id1533049957) | — | Free | Finance |
| [Bonanza Connect](https://appshunter.io/ios/app/bonanza-connect/id1483898290) | 5.0 (1) | Free | Finance |

## More apps by Excel Net Solutions Private Limited

- [Degree 212](https://appshunter.io/ios/app/degree-212/id1077737244)
- [Vista Wealth Care](https://appshunter.io/ios/app/vista-wealth-care/id1085532514)
- [Indus Cap](https://appshunter.io/ios/app/indus-cap/id1090663508)
- [SM Mutual Fund](https://appshunter.io/ios/app/sm-mutual-fund/id1097088879)
- [Mudra Investment](https://appshunter.io/ios/app/mudra-investment/id1097727456)
- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

---

*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 2026-08-23.*