# Wise Turtle

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by Wise Turtle Finserv LLP.)

- Source: https://appshunter.io/ios/app/wise-turtle/id1665134710 (this page in markdown: same URL + `.md`)
- Developer: [Wise Turtle Finserv LLP](https://appshunter.io/developer/1665134712)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2023-02-02
- Data updated: 2026-08-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wise-turtle/id1665134710/reviews.md

## What is Wise Turtle?

Wise Turtle 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 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 tracking
- Historical performance view
- Online investment in mutual funds
- Advanced capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Wise Turtle

### What financial assets can I track with Wise Turtle?

Wise Turtle allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance.

### Can I invest directly through Wise Turtle?

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

### Does Wise Turtle offer any financial calculators?

Yes, Wise Turtle includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is Wise Turtle for managing my financial data?

Wise Turtle uses email ID for easy login, suggesting a standard authentication process. For specific security protocols, users may need to refer to the app's privacy policy or contact the developer.

### What kind of reports can I download from Wise Turtle?

You can download a complete portfolio report including all assets, transaction statements for any period, and a 1-Click Statement of Account download for any Asset Management Company in India.

### How often is Wise Turtle updated?

The app was last updated on March 10, 2026, with version 1.9.8. This indicates a recent update, suggesting ongoing development and maintenance.

### What devices are supported by Wise Turtle?

Wise Turtle is available for both iPhone and iPad devices, making it accessible to a wide range of Apple users.

### What is the age rating for Wise Turtle?

Wise Turtle has an age rating of 4+, making it suitable for users of all ages.

## Version history (last 5 releases)

### 3.0.1 — 2026-08-19

- 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

### 2.0.2 — 2026-06-05

- 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

### 1.9.8 — 2026-03-10

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 1.9.3 — 2026-01-15

- 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

### 1.8.8 — 2026-01-05

General Update and Bug Fixes

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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 2026-08-23.*