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Apple ID1459986154
Bundle IDcom.excelnet.WealthSpinner
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2019-04-17
Copyright© Copyright 2018 WS Finserv Private Ltd.
Privacy policyLink ↗
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 6.1.7
- 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
WS 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
- Easy login via your Google email id.
- 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 23 versions
Build 886022727v6.1.72026-06-02 22:28:19
- 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 883525870v6.1.02026-03-19 18:36:32
- 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 879213677v6.0.42025-10-29 12:29:28
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
Build 878519107v6.0.22025-10-02 14:34:49
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
Build 875663129v5.3.42025-06-23 18:07:55
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 872512502v5.2.32025-02-17 22:39:15
- 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 871680289v5.2.22025-01-13 15:30:18
- 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 866311465v5.1.92024-07-29 15:27:08
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue
Build 864711604v5.1.72024-05-28 11:41:56
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Crashes
- General Update
Build 862710022v5.0.82024-01-08 11:07:31
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
Build 862531565v5.0.52023-12-28 13:21:04
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
Build 861031024v5.0.12023-10-27 19:15:43
- 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 853633990v2.12022-11-30 15:20:13
1. New address updated.
Build 850096642v2.02022-06-14 00:03:59
1. Location section updated.
2.Bug fixes.
Build 843816276v1.92021-08-27 18:49:15
1. Social media links updated.
2. General Update, Performance Improvements.
Build 843553877v1.82021-08-11 20:53:22
1. Company name changed.
2. New Logo Updated.
3. General Update, Performance Improvements
Build 843224118v1.72021-07-22 20:54:41
General Update, Performance Improvements
Build 841481827v1.52021-04-17 00:37:14
General Update, Performance Improvements
Build 839403685v1.42020-11-29 14:24:24
1. New Address Changed.
Build 838346609v1.32020-10-24 05:54:09
1. Changes in Services Section.
2. Logo Updated.
2. General Update, Performance Improvements.
Build 837851549v1.22020-09-19 09:46:02
1. Implement Secure https Links.
2. Social Media Icons Added.
3. Knowledge Area Section Updated
4. General Update, Performance Improvements.
Build 831145777v1.12019-04-30 15:18:53
General Updates, Performance Improvement
Build 831001788v1.02019-04-17 01:16:34
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 | 2 | 5.0 | 6.1.7 |
Change log 26 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
WS 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
✎
name updated
WS FinServ
◆
Version 6.1.7 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 6.1.0 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 6.0.4 released
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
◆
Version 6.0.2 released
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
◆
Version 5.3.4 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 5.2.3 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 5.2.2 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 5.1.9 released
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfol
◆
Version 5.1.7 released
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Cras
◆
Version 5.0.8 released
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active
◆
Version 5.0.5 released
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active
◆
Version 5.0.1 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
-
◆
Version 2.1 released
1. New address updated.
◆
Version 2.0 released
1. Location section updated.
2.Bug fixes.
◆
Version 1.9 released
1. Social media links updated.
2. General Update, Performance Improvements.
◆
Version 1.8 released
1. Company name changed.
2. New Logo Updated.
3. General Update, Performance Improvements
◆
Version 1.7 released
General Update, Performance Improvements
◆
Version 1.5 released
General Update, Performance Improvements
◆
Version 1.4 released
1. New Address Changed.
◆
Version 1.3 released
1. Changes in Services Section.
2. Logo Updated.
2. General Update, Performance Improvements.
◆
Version 1.2 released
1. Implement Secure https Links.
2. Social Media Icons Added.
3. Knowledge Area Section Updated
4. General Update, Performance Improvements.
◆
Version 1.1 released
General Updates, Performance Improvement
◆
Version 1.0 released