True Wealth Design

Finance

Free · Designed for iPad. Not verified for macOS.

See your complete financial picture and interact with your financial advisor. 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. • Document vault for securely viewing files from your financial advisor. • And more!

Ratings & Reviews

  • 5.0
    out of 5
    8 Ratings

Bug fixes and performance improvements. • Updated the app logo

Version 2.0.705789

The developer, True Wealth Design, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy .

  • No Details Provided

    The developer will be required to provide privacy details when they submit their next app update.

    Accessibility

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

    Information

    Seller
    • True Wealth Design, LLC
    Size
    • 70.3 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.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Age Rating
    16+
    Copyright
    • © 2020 True Wealth Design, LLC
  • Developer Website
  • Privacy Policy
  • License Agreement

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