App info
- Installs
- 10+
- Category
- Business
- Content rating
- Everyone
- Version
- 5.23.0
- Released
- Aug 7, 2020
- Last updated
- 19 Jul 2026
- In-app purchases
- No
- Contains ads
- No
- Promo video
- No
- Requires Android
- 7.0
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What's newin version 5.23.0
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
About this app
For clients of Perspective Wealth Partners: see portfolio performance on-the-go!
Read full description
The Perspective Wealth Partners mobile app gives clients on-the-go access to portfolio accounts, positions, allocations, and more. This is the official app of Perspective Wealth Partners based in Boise, Idaho.