MyJWA 4+
Julius Wealth Advisors, LLC
Designed for iPad
-
- Free
Screenshots
Description
MyJWA is a one stop personal finance app built for clients of Julius Wealth Advisors. MyJWA allows clients to view their Investment Accounts, Net Worth, Document Vault, and more all conveniently located in one app. Built on the core values of: Integrity. Knowledge. Passion. Julius Wealth Advisors is a full service fiduciary fee-only registered investment advisor offering Financial Planning, Investment Management, and Behavioral Coaching. If you are not a current client of Julius Wealth Advisors, and would like to learn more please visit our website at www.juliuswealthadvisors.com or email us at info@juliuswealth.com.
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, Julius Wealth Advisors, 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
Information
- Provider
- Julius Wealth Advisors, LLC
- Size
- 39.2 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 Julius Wealth Advisors, LLC
- Price
- Free