Adera Private Wealth

Your Finances in One Place

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

The Adera Private Wealth app gives our clients a simple and secure way to view their financial picture in one place. View the investment accounts you hold with Adera Private Wealth and connect other financial accounts to create a more complete picture of your finances. This can include bank accounts, mortgages, group retirement plans, and personally held investment accounts. With the Adera Private Wealth app, you can: • View your Adera Private Wealth investment accounts and portfolio information • Connect accounts held at other financial institutions • Include bank accounts, mortgages, retirement plans, and other investments • See your net worth, assets and liabilities together in one convenient place • Monitor your overall financial picture from your mobile device Our goal is to give you greater visibility into your finances and make it easier to understand how the different pieces of your financial life fit together. The Adera Private Wealth app is intended for existing Adera Private Wealth clients.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, Wealthica Financial Technology 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 Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers

  • Data Not Linked to You

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

    • Usage Data
    • Diagnostics

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
  • Wealthica Financial Technology Inc.
Size
  • 74.7 MB
Category
  • Finance
Compatibility
Requires iOS 17.6 or later.
  • iPhone
    Requires iOS 17.6 or later.
  • Mac
    Requires macOS 14.6 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.3 or later.
Languages
  • English
Age Rating
16+
Copyright
  • © Wealthica Financial Technology Inc.
  • Privacy Policy

    • More by Wealthica Financial Technology Inc.