APT Wealth

APT Wealth Client Portal

Free · Designed for iPad

Secure client portal for clients of Apt Wealth Partners. This is the secure client portal App for clients of Apt Wealth Partners. Use this App to interact with your Apt Client Portal on your preferred mobile device or tablet. You will need a login to the Apt Client Portal to use this App. If you don’t currently have a client portal login please contact your Adviser at Apt Wealth Partners to request one. Clients of Apt can use this App to: - View their portfolio holdings - View transactions - Generate portfolio reports - Securely communicate and share information with their Adviser - Store copies of their important documents

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, aptwealth, 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 Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Apt Wealth Partners Pty Ltd
  • Size
    • 12.1 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 17.0 or later.
    • iPhone
      Requires iOS 17.0 or later.
    • iPad
      Requires iPadOS 17.0 or later.
    • Mac
      Requires macOS 14.0 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
    • © Apt Wealth Partners Pty Ltd