
SkyboundWM 17+
Skybound Wealth Management
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Explore SkyboundWM’s features: real-time performance stats, interactive charts, a redesigned Plan screen with Net Worth and Surplus tracking, and in-app Risk Profile functionality for seamless financial planning.
Take charge of your financial future with SkyboundWM, the comprehensive wealth management app designed to simplify financial planning and portfolio management. Designed to provide clarity and control, SkyboundWM equips you to make informed decisions and effortlessly manage your wealth with expert insights and intuitive features.
Monitor your investments with real-time performance stats and interactive charts that provide a clear picture of your financial growth. Gain a complete view of your portfolio with insights into investments, property, protection—and now, a dedicated Plan screen that includes your income, expenses, assets, liabilities, net worth, and monthly surplus, all presented in a clear, structured format.
Stay connected with your financial advisor through personalized profiles, offering seamless access to contact details, expertise, and professional guidance. Simplify planning with our enhanced calculators, now featuring an activity log so you can revisit and refine your savings goals as they evolve.
Manage essential tasks effortlessly, such as updating payment methods, adjusting premiums, and requesting valuations. You can now also complete or renew your Risk Profile directly within the app, including digital signing—keeping your investment strategy aligned and up to date. All updates are instantly shared with your advisor via our two-way integration with Plume.
Every feature is designed with you in mind, supported by a client-focused interface that ensures smooth navigation and a seamless experience.
Built by Skybound Wealth, a global leader in personalized wealth planning, SkyboundWM represents a commitment to helping individuals achieve financial independence through innovative solutions. With decades of expertise and a presence across multiple countries, Skybound Wealth delivers trusted guidance backed by cutting-edge technology.
Download SkyboundWM today to experience the ultimate in financial management. Take control, stay informed, and achieve your goals with confidence.
What’s New
Version 2.1.0
- View and manage your income, expenses, assets, and liabilities in one place
- Track your net worth and get real-time insight into your monthly surplus
- Use upgraded Savings Calculators with an activity log to review and refine goals
- Complete or renew your Risk Profile, sign digitally, and keep your strategy aligned
Ratings and Reviews
Convenient and Easy-to-Use for Managing My Portfolio
I’m an existing Skybound client, and having my portfolio accessible from my phone is a game-changer. The app is easy to use, with a clean design, making it simple to track my investments and stay up-to-date. Highly recommend for any Skybound clients.
Adviser Use
As a current Skybound WM adviser, the app has changed the way in which our clients can access both their investment performance, planning and up to date information and news from Team Skybound! Game changer!
App Privacy
The developer, Skybound Wealth Management, 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:
- Financial Info
- Contact Info
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- User Content
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Skybound Life Management DMCC
- Size
- 62.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.1 or later.
- iPod touch
- Requires iOS 15.1 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © Skybound Wealth Management DMCC
- Price
- Free