Fern Wealth
Consolidated Reporting
Free · Designed for iPad. Not verified for macOS.
As a valued client of Fern Wealth, you have access to our app, designed to provide a clear and comprehensive overview of your investments. It covers both liquid and illiquid assets managed across multiple custodians and investment advisors.
With the app, you can effortlessly monitor your total assets, track overall returns, view asset allocation, and review your portfolio’s performance on a monthly and yearly basis—along with other key metrics.
If you haven’t activated your app access yet, please reach out to your advisor for assistance.
Note: This service is exclusively available to clients of Fern Wealth.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Fixed the file download
The developer, Performativ ApS, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Performativ ApS
- Size
- 42.8 MB
- Category
- Finance
- Compatibility
Requires iOS 17.6 or later.
- iPhone
Requires iOS 17.6 or later. - iPad
Requires iPadOS 17.6 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.3 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Performativ 2026