---
title: "Wealth Portal - Reviews, Revenue and Downloads in United Kingdom | Apple App Store"
description: "Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but"
---

# Wealth Portal — United Kingdom

![Wealth Portal App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/b4/8e/85/b48e8577-f8c6-19ba-3b88-386c43a6ff9b/AppIcon-1x_U007emarketing-0-8-0-85-220-0.png/434x0w.png)

**Developer:** [Family Capital](https://apptail.io/developer/family-capital-MWQd) (United Kingdom)
**Category:** Finance
**Rating:** 5.0/5 (51 ratings)
**Price:** Free
**Bundle ID:** com.familycapital.wpmobile
**Store:** Apple App Store
**Country:** United Kingdom
**Version:** 2.17 (released 2026-09-25)
**Original Release:** 2024-09-27

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/gb/app/app/id1582466379)
**AppTail Page:** [https://apptail.io/app/wealth-portal-qeA/united-kingdom](https://apptail.io/app/wealth-portal-qeA/united-kingdom)

## Wealth Portal Description
Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time.

Use the Wealth Portal App to:

-	View and manage your entire portfolio
-	View and manage your property and chattels
-	Link your savings and invest through open banking
-	Communicate in a secure environment
-	Manage your cashflow
-	Create a financial forecast for you and your family
-	Store and manage important documents
-	Open new accounts
-	Top-up existing accounts through open
-	Link your trust and corporate accounts
-	Link family members
-	Access your own Family Office
-	Monitor the environmental impact of investing

## Wealth Portal Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/d4/9c/9b/d49c9b14-75af-feb5-ab6b-10b0ecbc653c/02878c17-2f2f-43c8-b5ab-90af3f64ab3a_1.0_John_Doe_Login_R.jpg/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/94/8a/ee/948aeec1-8901-9521-8fbb-e4e6c802da97/66ee7a94-0d27-42e5-85d2-c58ccb842ef7_1.01_John_Doe_Dashboard_R.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/95/1e/97/951e97aa-e192-c20c-57be-aa41626f144a/145ad2c1-415f-4fae-b229-a4002745a4c8_1.1_John_Doe_-_Main_Menu_R.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/e4/87/2c/e4872c7a-a002-1b52-d2a2-241764f6cbe1/8349b4bc-7ec3-4320-aaa6-b16b4a77be47_2.1_John_Doe_-_Profile_6.5.jpg/1242x2688.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/8b/a8/5c/8ba85cef-3268-1d9d-434d-2cfbb4ae443c/cf945bd1-6c33-4c19-b7ce-4f9030adf6ad_John_Doe_SIPP_6.5.png/1242x2688.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/e6/cb/7b/e6cb7b07-e770-495d-9666-7533fe584a67/7d3127eb-355f-47b6-aba0-f013ef2734f1_Fact_Sheet_6.5.png/1242x2688.png)
- [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/dd/fe/79/ddfe7973-fb86-5c25-5ff4-ee1561d060ac/76a23614-92da-4896-95d0-c103825cc7c3_John_Doe_Messages_6.5.png/1242x2688.png)
- [Screenshot 8](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/29/15/21/29152143-eea5-c7a2-f4cf-52345fbfe16b/e98a82c3-8aa9-4c65-9778-809503b6850e_John_Doe_Banking_6.5.png/1242x2688.png)
- [Screenshot 9](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/57/35/24/573524eb-b421-ba9d-dc0b-f7b65c85e6a8/80a5a1e9-14af-4c69-852a-e4d811b75a0d_3.0_John_Doe_Property_6.5.png/1242x2688.png)
- [Screenshot 10](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/f6/31/ff/f631ff65-7021-fc4c-20a2-dfb9eace3cf0/db6a0333-8883-42e1-af50-e61136913ce9_John_Doe_Chattels_6.5.png/1242x2688.png)

## Wealth Portal Rating Breakdown in United Kingdom
- 5 stars: 51 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)

## Wealth Portal Reviews in United Kingdom

### ***** "Really impressed with the app"
Really impressed with the app. It’s made a big difference having everything in one place rather than logging into multiple platforms or trying to keep track separately. The interface is clean and easy to use, and being able to quickly check valuations and documents on the go is a real plus.
-- JamesARWallace, 2026-04-28

### ***** "Great Appreciate"
Great
-- AngieMCarthy, 2025-11-21

### ***** "Sign up"
There is no option to sign up to your App.
-- salhas99, 2025-07-23

### ***** "Fantastic"
Great app!
-- Matt Kingston 40, 2024-04-28

### ***** "Outstanding and Simple"
I use this app all the time. The messaging system is a superb way to communicate with the team and leaves a perfect audit trail. Docbox allows for all documents to be shared and stored centrally. An overview of my holdings is also very clear and concise.
-- Geoffers13, 2024-03-20

### ***** "Hugely Impressive"
Only got my logon yesterday and have to congratulate whoever designed this. It is the little things that matter, for example I just renewed our sons car insurance and took a photo of the renewal linked to the car! The values of our investments are a given.
-- Julie West End, 2024-03-08

### ***** "Minor Suggestions"
Brilliant app! I usually utilise my Dell PC, but after being recommended to download this, I am inclined to continue with the mobile version henceforth. I don't fully exploit all its features, but using it to contribute to my grandchildren's pensions was outstanding. I managed to top up all five in one go. Apart from this, I frequently review clauses and upload documents for our adviser to access, the most recent being our statements from an old Prudential With-Profits pension. It's straightforward - simply navigate to the pension section in the app and attach the document. An additional convenient feature is the ability to take a photo rather than just attaching existing files.  

We were invited to provide feedback on aspects that could improve. I would suggest that the sign-up process could be simplified; however, once set up with added security measures, we've encountered no issues. Another feature that could be enhanced is the messaging function; at times, it can be confusing to ascertain whom I'm conversing with, especially when the adviser interjects during a discussion with someone else.
-- N Harrison uk, 2024-03-04

### ***** "Defragment your financial life"
My husband and I use the Wealth Portal app with our financial planners, Strategic Wealth Partners. Before, our money was all over the place, but now with Wealth Portal, we have a more meaningful, holistic view of our finances. It shows us everything we've got, like cash, investments, property and chattels - making our chats with our financial planner much better. Definitely worth a go if you want to keep your money organised!
-- Patricia-GB, 2024-03-04

### ***** "Feeling empowered"
We both love the fact that we can see our investments real time valuations without having to contact our Adviser and the fact that we can store useful documents like our contents insurance valuations which we’ve always had all over the place before this!! Very easy to use…
-- Devon Terrier, 2024-02-28

### ***** "Best digital wealth app"
Having used a lot of digital apps in the past, this is by far the most intuitive and accessible service I have found. Definitely worth a look
-- Superteddyd, 2022-06-07

### ***** "Great personal finance app"
Great to have my financial life all in one app. Love the camera pdf creator, really useful and so much faster than a scanner!
-- NigelB88, 2022-04-29

### ***** "Very user friendly"
All information, all in one place!

I like the open banking element especially due to its showing everything all in one place easily.
-- James Goreman, 2022-04-29

### ***** "Worth 5 stars!"
The new app is very impressive.  I have linked all my bank accounts and now have everything in one place. I particularly like the biometrics on this one as I am always forgetting my passwords, and this is very secure.  One minor suggestion I would make is adding your news letters and tax updates in here rather than just a link to another site - it's a small point and I have given you 5 stars anyway.
-- Jaybe204, 2022-04-17

### ***** "Fantastic"
The app has a very clean user interface and powerful and very easy to use. Fab!
-- TaurusDuke, 2022-04-08

### ***** "Five Stars"
We have given this app 5 stars as this is by far the best we have used, and it works well on our iPad mini. We were used to logging into each investment or bank account and populating our own spreadsheet and this does it all. We have a few suggestions to make this even better:

It would be good if we could edit more in the mobile app itself rather than using the web-based version; the banking is great, but could we top up our investments from the mobile in addition to the web version and finally can we have the functionality to categorise our expenditure through the mobile.
-- Higgs 2, 2022-03-30

### ***** "Great app"
Everything you need to know, quickly and easily accessible. Highly recommend both the app and business.
-- Bonnie bou, 2022-03-25

### ***** "Debdumps"
This is brilliant and secure 5 star all the way! Excellent
-- Debdumps, 2022-03-25

### ***** "Great app, fantastic service"
The app is really easy to use and Family Capital a brilliant firm to deal with. Quick, straightforward, and very responsive. Would highly recommend
-- inkyfingers, 2022-03-23

### ***** "Wealth portal"
I love this app. It’s so easy to use and completely safe
-- wonky tooth, 2022-03-23

[View all Wealth Portal reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## Wealth Portal Discovered Keywords
- wealth portal

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## Wealth Portal Available In
- [United Kingdom](https://apptail.io/app/wealth-portal-qeA/united-kingdom)
- [Australia](https://apptail.io/app/wealth-portal-qeA/australia)
- [Canada](https://apptail.io/app/wealth-portal-qeA/canada)
- [Switzerland](https://apptail.io/app/wealth-portal-qeA/switzerland)
- [Germany](https://apptail.io/app/wealth-portal-qeA/germany)
- [Denmark](https://apptail.io/app/wealth-portal-qeA/denmark)
- [Finland](https://apptail.io/app/wealth-portal-qeA/finland)
- [Ireland](https://apptail.io/app/wealth-portal-qeA/ireland)
- [Luxembourg](https://apptail.io/app/wealth-portal-qeA/luxembourg)
- [New Zealand](https://apptail.io/app/wealth-portal-qeA/new-zealand)
- [Türkiye](https://apptail.io/app/wealth-portal-qeA/turkey)
- [Taiwan](https://apptail.io/app/wealth-portal-qeA/taiwan)
- [United States](https://apptail.io/app/wealth-portal-qeA/united-states)
- [Austria](https://apptail.io/app/wealth-portal-qeA/austria)
- [South Africa](https://apptail.io/app/wealth-portal-qeA/south-africa)

---

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