Motive Wealth 4+
Motive Portal
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Motive Wealth offers a secure, personalized app that can serve as the digital hub for your entire financial picture and plan.
Key features include:
Investment portfolio reporting – easily review your current Motive-managed investment holdings, asset allocation, performance, and more through interactive tables and colorful charts.
Net worth reporting – get a complete view of your entire net worth. You can even link external financial accounts—such as retirement plans, bank accounts, and mortgages—for daily value updates.
Document vault – safely store and access important financial documents—like estate plans, insurance policies, and tax returns—in a secure, cloud-based vault.
Financial plan summary – stay updated with a current report of your custom-tailored financial plan.
Collaboration – empower your professional advisors—accountants, attorneys, and insurance specialists—to collaborate in real-time by granting them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.
What’s New
Version 6.0.0
Bug fixes and enhancements
App Privacy
The developer, Motive Portal, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Motive Wealth Advisors, LLC
- Size
- 40.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2025 Envestnet Financial Technologies
- Price
- Free