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WealthAims 4+
WealthObjects
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- Gratis
Capturas de pantalla
Descripción
Take control of your wealth with the most intuitive and easy-to-use mobile app that works exclusively with your financial adviser! This app is your one-stop-shop for all your wealth management needs.
You can access your dashboard with a quick glance, see all your important financial information, and keep track of your progress in real-time. You will have access to all your planning documents, which you can view and share with your adviser at any time.
The app's messaging system is an easy and efficient way to communicate with your financial adviser and stay on top of your finances. You can also use the app to securely sign documents using e-signatures, making it easy to move forward with your financial plans.
With this app, you'll always have access to your financial adviser. You can contact them directly through the app, and they will be there to help you with any questions or concerns.Get started with the app today and take control of your wealth like never before!
Privacidad de la app
WealthObjects, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- Wealth Objects Limited
- Tamaño
- 28.4 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 11.0 o posterior.
- iPad
- Requiere iPadOS 11.0 o posterior.
- iPod touch
- Requiere iOS 11.0 o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- © 2023 Wealth Objects Limited
- Precio
- Gratis