Wealthspire Client Portal

Finance

Free

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • And more!

Ratings & Reviews

  • 5.0
    out of 5
    3 Ratings

Bug fixes and performance improvements. • Updated the app logo • Updated screenshots

Version 2.0.806019

The developer, Sontag Advisory 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 Not Collected

    The developer does not collect any data from this app.

    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
    • Sontag Advisory LLC
    Size
    • 69.8 MB
    Category
    • Finance
    Compatibility
    Requires iOS 10.0 or later.
    • iPhone
      Requires iOS 10.0 or later.
    • iPad
      Requires iPadOS 10.0 or later.
    • iPod touch
      Requires iOS 10.0 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Age Rating
    16+
    Copyright
    • © 2020 Wealthspire Advisors
  • Developer Website
  • Privacy Policy

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