SWP Portal

Semus Wealth Partners LLC Finance iPhoneiPadiPod touch

SWP Portal is a free Finance app for iPhone and iPad by Semus Wealth Partners LLC. Requires iOS 13.4. Updated September 11, 2024.

Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 11; 2024 · v5.14.0

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About SWP Portal

Access all the features of the Semus Wealth Partners client portal from your phone. Monitor your accounts, performance, holdings and shared documents, wherever you are, whenever you want.

What’s new

Version 5.14.0 · Updated September 11, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, Semus Wealth Partners LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

SWP Portal is a free Finance app for iPhone, iPad and iPod touch, developed by Semus Wealth Partners LLC. It requires iOS 13.4 or later and is 38 MB to download. It was first released on March 1, 2021 and last updated on September 11, 2024.

Category: Finance
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 1, 2021
Last updated: September 11, 2024
Developer: Semus Wealth Partners LLC

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Alternatives to SWP Portal

Looking for apps like SWP Portal? Here are 6 similar apps on the App Store. The highest rated is SIP/SWP Calculator (5.0/5), and all 6 are free to download.

SWP Portal vs. alternatives
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SWP Portal	–	Free	September 11, 2024
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SIP/SWP Calculator	5.0 / 5 (2)	Free	Jan 23, 2024	Compare
Credorbit	–	Free	May 29, 2026	Compare
Calc India – Finance Tools	–	Free	May 22, 2026	Compare
MBS - MUTUAL FUND & SIP	–	Free	Jun 1, 2026	Compare
VR WEALTH	–	Free	Aug 17, 2026	Compare

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