Motive Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
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.
Ratings & Reviews
Bug fixes and enhancements
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Motive Wealth Advisors, LLC
- Size
- 46.7 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 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+
- Copyright
- © 2026 Envestnet Financial Technologies