# WhiteHaven Asset Management — Your portfolio, in focus

> Your portfolio, in focus (iPhone/iPad app by Whitehaven Asset Management Inc..)

- Source: https://appshunter.io/ios/app/whitehaven-asset-management/id1626790321 (this page in markdown: same URL + `.md`)
- Developer: [Whitehaven Asset Management Inc.](https://appshunter.io/developer/1626787289)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 5 MB
- Languages: American English
- Released: 2022-06-30
- Data updated: 2026-10-05

## What is WhiteHaven Asset Management?

The WhiteHaven app gives WhiteHaven Asset Management clients a clear, secure view of their portfolios.

• Consolidated View: your asset classes, market values and weights at a glance
• Custodian View: your accounts grouped by custodian, with totals
• IPS: your investment policy allocation
• Transactions: every transaction by date, type and amount
• Documents: statements, WHF financials and tax documents, always at hand
• Available in English and French, protected by your credentials and biometrics

## Is WhiteHaven Asset Management safe?

Not enough ratings yet to assess WhiteHaven Asset Management.

## Is WhiteHaven Asset Management legit?

WhiteHaven Asset Management appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for WhiteHaven Asset Management is 78 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 3.0.0 — 2026-09-27

A new WhiteHaven Asset Management app, rebuilt from the ground up.
- Sign in with your email address and your client portal password.
- Face ID, Touch ID or your device code to unlock.
- My Portfolio View: your consolidated portfolio by asset class, in Canadian dollars.
- Custodians: what is held at each custodian, with a direct link to their client portal.
- Transactions of the last 60 days, and your statements and documents.
- English and Québec French.

### 2.1.0. — 2026-09-09

- Sign in with your email address
- Face ID / Touch ID protects the app every time you return to it
- You stay signed in for up to 90 days
- Updated Terms and Conditions
- Fixes and performance improvements

### 2.0.1 — 2026-09-08

Signing in is now seamless: if you use Face ID or Touch ID, the app authenticates you automatically at launch and takes you straight to your portfolio.

### 2.0.0 — 2026-09-06

A complete redesign: new WhiteHaven brand, cleaner portfolio views, accounts grouped by custodian, organized documents, and a faster, simpler experience. Security improvements included.

### 1.1.0 — 2024-09-02

- Bug fixes
- Auto login until session expire

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## Related topics

[cbre investment management](https://appshunter.io/ios/topics/cbre-investment-management)

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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 2026-10-05.*