Expressive Wealth

Finance

Free · Designed for iPad

Stay connected to your financial life anytime, anywhere. Our secure Client Portal app gives you instant access to your accounts, portfolio information, and key documents all in one place.

Ratings & Reviews

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- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

Version 5.22.1

The developer, Expressive Wealth LLC, 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
    • Identifiers
    • Usage Data
    • 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
    • Expressive Wealth LLC
  • Size
    • 63.7 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPad
      Requires iPadOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.5 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
    • © 2026 Expressive Wealth LLC
  • Developer Website
  • Privacy Policy