Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth Summary
Wealth Portal by Elite Wealth is a mobile Android app in Finance by Silverstag. Released in Aug 2021 (4 years ago). It has about 1.7K+ installs Based on AppGoblin estimates, it reaches roughly 204 monthly active users . Store metadata: updated Aug 20, 2025.
Recent activity: 54 installs this week (86 over 4 weeks) showing exceptional growth View trends →
Store info: Last updated on Google Play on Aug 20, 2025 .
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App Description
Portfolio information shared by your Wealth Manager
Elite Wealth is a software solutions company and provides a service to Financial Advisors.
The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules.
Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Information.
This mobile application provides an easy way for Elite Wealth customers to view their data, in the palm of their hands, and is a complimentary tool to an already existing product.
