Precision Wealth Strategies 4+
Precision Wealth Strategies, LLC
Designed for iPad
-
- Free
Screenshots
Description
This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
What’s New
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Ratings and Reviews
User friendly app that delivers the exact information I’m looking for
The Precision Wealth app provides my investment returns for any custom period that I choose. It will also display my holdings, transactions, etc. Precisely what I am looking for in a very quick, concise and user friendly interface.
App Privacy
The developer, Precision Wealth Strategies, LLC, 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
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Precision Wealth Strategies, LLC
- Size
- 42.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Precision Wealth Strategies, LLC
- Price
- Free