Adams Wealth Advisors
Finance
Free · Designed for iPad. Not verified for macOS.
Your personal Adams Wealth Portal allows you to quickly and easily monitor all your financial accounts. With information on your individualized account investments at your fingertips, you'll be able to stay completely in the know on how the market is impacting you, your financial plan, and your investment performance.
The features of the Adams Wealth Portal include:
1. Aggregate View: View all your managed accounts in one place, tracking changes daily.
2. Performance Insights: Access a detailed report on account investments, performance, and transactions.
3. Market Overview: Stay informed with index fund performance, expert commentary, and instant ticker search.
4. Your Document Vault: Manage documents effortlessly – view statements, tax documents, and shared documents with your advisor.
5. Service Team: Access contact information for your individual service team, ensuring easy communication.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Household Performance:
Track overall account performance effortlessly.
Market Overview:
Stay informed with index fund performance, expert commentary, and instant ticker search.
Your Documents:
Access account statements, tax documents, and collaborate with shared uploads.
The developer, Cachetech Inc., 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Cachetech Inc.
- Size
- 47.3 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2022 Adams Wealth Advisors