Cannon Wealth 4+

Cannon Wealth Management Services, LLC

Designed for iPad

    • Free

Screenshots

Description

Welcome to Cannon Wealth Management, your comprehensive financial companion tailored to empower you on your wealth-building journey. With Cannon Wealth Management, keeping a close watch on your financial health has never been simpler, as our intuitive interface provides real-time updates on your account performance, offering invaluable insights to guide your investment decisions. Dive deep into your financial portfolio by accessing detailed information about your holdings, including stocks, bonds, mutual funds, and other assets, allowing you to examine every aspect of your investments at a glance. Receive tailor-made insights and recommendations aligned with your unique financial objectives and risk tolerance, thanks to our sophisticated algorithms that analyze your portfolio. Rest assured, your financial data's security is our utmost priority, with Cannon Wealth Management employing state-of-the-art security measures to safeguard your information. Our app is designed with your convenience in mind, ensuring you can manage your wealth at your own pace and wherever you are. Simplify your financial life by effortlessly managing your accounts, executing transactions, and reviewing statements within the Cannon Wealth Management app. We take care of the administrative aspects of your investments, allowing you to concentrate on growing your wealth. Expand your financial knowledge with access to a wealth of educational materials, including articles, videos, and webinars, and rest easy knowing that our dedicated support team is available to assist you 24/7. Cannon Wealth Management isn't just an app; it's your trusted partner in achieving financial success, whether you're a newcomer to investing or a seasoned professional, guiding you toward your financial aspirations and helping you build the future you deserve.

What’s New

Version 5.14.0

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

App Privacy

The developer, Cannon Wealth Management Services, 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:

  • 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 on, for example, the features you use or your age. Learn More

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