Echo Wealth Management Mobile

Finance

Free · Designed for iPad

This mobile app lets you view account information, holdings, transactions, balances, realized gains & income, and performance net of fees and expenses. You can read quarterly customized reports with commentary from your advisor.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

Version 5.19.0

The developer, Echo Wealth Management, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • ECHO WEALTH MANAGEMENT LLC
  • Size
    • 55.6 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPad
      Requires iPadOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2025 Echo Wealth Management, LLC
  • Developer Website
  • Privacy Policy

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