Bongiorno

Client Wealth Portal

Free · Designed for iPad. Not verified for macOS.

Take control of your financial future with ease. Our cutting-edge app is designed to give you a clear view of your personal wealth, all in one secure place. Access your assets, liabilities, tax information, and secure document storage effortlessly, while enjoying the convenience of digital signature capabilities. Working across tax, finance, insurance and financial planning, we take care of your finances the way you take care of your patients – skilfully and ethically, using decades of experience to ensure we achieve the outcomes you need for a healthy financial life. At Bongiorno, we are with you every step of the way.

Ratings & Reviews

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

Stability: fixed several rare crashes around login, notifications, task editing, and @mentions. iOS 26: cleaned up double border on text input fields. Notifications: resolved a crash that could occur when a digital form push arrived while certain screens were open.

Version 6.16

The developer, Bongiorno & Partners (N.S.W.) Pty. Ltd., 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:

    • Contact Info
    • User Content
    • Diagnostics

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

Accessibility

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

Information

Seller
  • Bongiorno & Partners (N.S.W.) Pty. Ltd.
Size
  • 111.2 MB
Category
  • Finance
Compatibility
Requires iOS 14.0 or later.
  • iPhone
    Requires iOS 14.0 or later.
  • iPad
    Requires iPadOS 14.0 or later.
  • iPod touch
    Requires iOS 14.0 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 and 9 more
  • English, French, German, Japanese, Portuguese, Russian, Simplified Chinese, Spanish, Traditional Chinese, Ukrainian
Age Rating
4+
Copyright
  • © 2025 Bongiorno & Partners (NSW) Pty Ltd
  • Privacy Policy

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