Custom Wealth Portal
Accounts, Meetings & Messaging
Free · Designed for iPad. Not verified for macOS.
Custom Wealth Management's secure client portal keeps your financial life in one place.
• See your accounts, balances, and holdings, updated from your advisor's systems.
• Open statements and documents your advisor shares with you.
• Message your advisor securely — no email needed.
• View and schedule appointments, and join video meetings right from the app.
• Get notified about new messages, documents, and upcoming appointments.
Access is provided by Custom Wealth Management to its clients. Sign in with the credentials your advisor's office set up for you.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
This version is a ground-up native rebuild — faster, smoother, and built for iPhone. What's new:
• Record and transcribe client meetings, with notes saved to the client file
• Join virtual client meetings right in the app
• Secure client messaging with push notifications
• Face ID sign-in
• Redesigned households, calendar, scheduling, and the Q assistant
The developer, OmegaQ Inc., 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 Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- OmegaQ Inc.
- Size
- 39.8 MB
- Category
- Business
- Compatibility
Requires iOS 16.4 or later.
- iPhone
Requires iOS 16.4 or later. - iPad
Requires iPadOS 16.4 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © 2026 Custom Wealth Management