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Apple ID1093074868
Bundle IDcom.sapientwealth.app
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2016-03-18
Copyright© Sapient Finserv Private Limited
Privacy policyLink ↗
Preview 2 platforms
iPhone 6 images
iPad 6 images
What’s New Version 8.4.7
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
Description
Sapient Finserv is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
Accessibility
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Version history 25 versions
Build 885322614v8.4.72026-05-07 19:15:22
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
Build 883269421v8.4.22026-03-12 21:15:47
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
Build 881575982v8.3.72026-01-19 06:14:30
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
Build 880066608v8.3.22025-11-25 22:11:34
BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.
Build 879332906v8.3.12025-10-30 13:25:05
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
Build 878748744v8.2.02025-10-09 08:26:24
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
Build 877591381v8.1.52025-08-27 13:11:46
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Build 875409213v8.1.12025-06-10 22:51:02
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 874791030v8.0.62025-05-17 17:23:55
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
Build 872486742v8.0.52025-02-14 15:55:00
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
Build 871526479v8.0.42025-01-07 10:55:46
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
Build 869562481v8.0.12024-10-08 16:21:57
- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Build 861391822v7.0.92023-11-10 19:16:52
Fresh look and feel
Crash resolved
General Updates
Build 848515864v7.0.52022-04-22 20:12:07
Crash Fixes, Bug Fixes and UI Improvements
Build 848479944v7.0.42022-04-21 23:13:31
Crash Fixes, Bug Fixes and UI Improvements
Build 846438897v7.0.22022-01-06 16:02:16
General Updates, Performance Improvements
Build 844042882v7.0.12021-09-11 00:32:41
General Updates, Performance Improvements
Build 840042494v6.3402021-01-14 19:00:28
General Updates, Performance Improvements
Build 839330190v6.3392020-11-23 21:50:43
General Updates, Performance Improvements
Build 839284063v6.3382020-11-20 02:46:27
General Updates, Performance Improvements
Build 838380466v6.3372020-10-26 22:41:38
General Updates, Performance Improvements
Build 838173124v6.3362020-10-15 23:37:23
General Updates, Performance Improvements
Build 837636350v6.3352020-09-03 23:18:33
General Updates, Performance Improvements
Build 837560326v6.3342020-09-02 09:01:00
General Updates, Performance Improvements
Build 836923896v6.3332020-07-20 21:56:34
General Updates, Performance Improvements
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 3 | 5.0 | 8.4.7 |
Change log 28 changes · US
✎
releaseNotes updated
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated N
✎
description updated
Sapient Finserv is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio wit
✎
name updated
Sapient Finserv
◆
Version 8.4.7 released
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Adde
◆
Version 8.4.2 released
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Messag
◆
Version 8.3.7 released
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Condit
◆
Version 8.3.2 released
BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules,
◆
Version 8.3.1 released
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Iss
◆
Version 8.2.0 released
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
◆
Version 8.1.5 released
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
◆
Version 8.1.1 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 8.0.6 released
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of
◆
Version 8.0.5 released
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax
◆
Version 8.0.4 released
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
◆
Version 8.0.1 released
- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Adva
◆
Version 7.0.9 released
Fresh look and feel
Crash resolved
General Updates
◆
Version 7.0.5 released
Crash Fixes, Bug Fixes and UI Improvements
◆
Version 7.0.4 released
Crash Fixes, Bug Fixes and UI Improvements
◆
Version 7.0.2 released
General Updates, Performance Improvements
◆
Version 7.0.1 released
General Updates, Performance Improvements
◆
Version 6.340 released
General Updates, Performance Improvements
◆
Version 6.339 released
General Updates, Performance Improvements
◆
Version 6.338 released
General Updates, Performance Improvements
◆
Version 6.337 released
General Updates, Performance Improvements
◆
Version 6.336 released
General Updates, Performance Improvements
◆
Version 6.335 released
General Updates, Performance Improvements
◆
Version 6.334 released
General Updates, Performance Improvements
◆
Version 6.333 released
General Updates, Performance Improvements