WealthAims
Finance
Free
WealthAims is an exclusive Client Portal App designed for clients of a Wealth and Financial Advice Firm. This app's access is granted only after setup through your financial advice firm’s Client Portal website.
With WealthAims, you can:
Securely access important financial documents shared by your adviser.
Stay connected with your financial adviser.
This app is a dedicated tool to enhance your financial planning experience, keeping everything you need in one place. If you’re a client of a participating financial advice firm, ensure your login is set up through your adviser’s client portal before using the mobile app.
Download WealthAims today and simplify your financial journey!
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Bug fixes, design update
The developer, WealthObjects, 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 Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Wealth Objects Limited
- Size
- 27.3 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. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2023 Wealth Objects Limited