AB Portal

AssetBuilder Inc Finance iPhoneiPadiPod touch

AB Portal is a free Finance app for iPhone and iPad by AssetBuilder Inc. Requires iOS 15.6. Updated July 18, 2026.

Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Jul 18; 2026 · v5.23.0

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About AB Portal

As an AssetBuilder client, you can use our mobile app to quickly and easily monitor your account balances, holdings, and investment activity. You can also contact your advisor directly through the app.

What’s new

Version 5.23.0 · Updated July 18, 2026

- 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

App privacy

The developer, AssetBuilder Inc, 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

AB Portal is a free Finance app for iPhone, iPad and iPod touch, developed by AssetBuilder Inc. It requires iOS 15.6 or later and is 61 MB to download. It was first released on March 30, 2023 and last updated on July 18, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 30, 2023
Last updated: July 18, 2026
Developer: AssetBuilder Inc

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Alternatives to AB Portal

Looking for apps like AB Portal? Here are 6 similar apps on the App Store. The highest rated is Jump AI (4.9/5), and all 6 are free to download.

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