MJP Wealth

Finance

Free · Designed for iPad. Not verified for macOS.

This Mobile App allows you to have a sophisticated financial management portal to compliment and manage your lifecycle objectives. You can monitor your family's aggregate wealth, investment performance, aggregate outside accounts, review account balances and your asset allocation, check-in on your financial plan and archive important documents. Plus stay connected to the MJP Wealth Advisory team to receive ongoing updates, news and announcements.

  • 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

The developer, MJP Wealth Advisors, 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:

    • Usage Data
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

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

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

Seller
  • MJP ASSOCIATES, INC.
Size
  • 55.9 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 MJP Wealth Advisors