Ivanoff Wealth

Finance

Free · Designed for iPad

Ivanoff Wealth Client Portal is your all-in-one solution for managing and optimizing your financial journey. Empower yourself with powerful features designed to enhance your financial well-being and provide a comprehensive view of your financial landscape. Key Features: 1. Dashboards for Comprehensive Insights: Monitor your financial performance with dedicated dashboards for Performance, Holdings, and Transactions. 2. Aggregation of Outside Accounts: Consolidate and track all your external accounts in one place for a holistic financial overview. 3. Balance Sheet: Stay informed about your assets and liabilities with a detailed and interactive balance sheet. 4. Net Worth Summary: Gain a clear understanding of your overall financial standing through a dynamic Net Worth Summary. 5. Retirement Tracker – “What If” Scenarios: Plan for your retirement with ease by exploring various scenarios and making informed decisions. 6. Goal Tracking & More Planning Tools: Set, track, and achieve your financial goals using intuitive tools that adapt to your evolving needs. 7. Document Vault: Securely store and manage important financial documents in your personalized Document Vault. Why Choose Ivanoff Wealth Client Portal? User-Friendly Interface: Navigate effortlessly through a user-friendly interface designed for both beginners and financial enthusiasts. Comprehensive Planning: From retirement scenarios to goal tracking, our app covers a wide range of planning tools to help you shape your financial future. Secure Document Management: Rest easy knowing that your sensitive documents are stored securely in your private Document Vault. Real-Time Insights: Stay up-to-date with your financial status with real-time data updates and dynamic visualizations. Personalized Experience: Tailor the app to your unique financial journey, ensuring that you have the insights and tools you need at your fingertips. Transform the way you manage your finances. Download the Ivanoff Wealth Client Portal now and take control of your financial destiny.

Ratings & Reviews

  • This app has not received enough ratings or reviews to display an overview.

- Bug fixes - User experience improvements - Added functionality to native Document Vault feature

Version 5.9.0

The developer, Ivanoff Wealth Management 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:

    • 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 based, for example, 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

  • Provider
    • Ivanoff Asset Management Inc
  • Size
    • 36 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.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2024 Ivanoff Wealth Management Inc.
  • Developer Website
  • Privacy Policy

    • You Might Also Like