MyWealthplan360
Finance
Free · Designed for iPad. Not verified for macOS.
Gain instant access to all your financial planning statements, portfolio details, and performance reports through our Secured Vault. Here’s what you can do:
View Your Financial Portfolio: Track the performance of your investments effortlessly. From stocks to bonds, mutual funds to retirement accounts, monitor your assets in real-time.
Access Financial Planning Statements: Stay updated on your financial health with access to personalized planning statements. Review your budgeting, savings, and investment strategies anytime, anywhere.
Detailed Reporting: Dive deep into detailed reports tailored to your financial goals. Whether it's monthly performance summaries or annual reviews, we provide comprehensive insights to guide your decisions.
Personalized Insights: Receive personalized insights and recommendations based on your financial objectives. Whether you're planning for retirement, saving for education, or investing for growth, we provide tailored guidance to help you achieve your goals.
Seamless Integration: Easily integrate with our financial advisory services for a seamless experience. Collaborate with your advisor, schedule appointments, and receive expert guidance directly through the app.
Experience the power of streamlined financial management with our My Wealth Plan 360 app. Take control of your financial future today!
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
The developer, Parkview Asset Management, 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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Parkview Asset Management Inc
- Size
- 64.8 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Wealth Planning Network, 1 Inc