The Wealth Council 4+
Wealthica Financial Technology Inc.
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Welcome to The Wealth Council App!
This platform was developed to provide clients of The Wealth Council a 360 view of their finances – automatically updated each day.
Using the App simplifies client’s financial life by connecting with financial institutions to sync asset and liability balances, holdings and transaction history also in assisting in tax reporting preparation.
The Wealth Council Dashboard is secure and uses bank level security to build direct feeds from financial institutions. It displays the information in a clean sleek look summarizing a consolidated view of net worth as well as robust reporting of portfolio performance and associated fees without the need of browsing through multiple accounts.
To date, there is integration with over 100+ Canadian Banking and Financial Institutions, with the functionality to connect public, private, traditional and alternative investments, insurance, mortgages and debts, cash and bank accounts.
This app is for the exclusive use of The Wealth Council client base and their families.
What’s New
Version 1.5.14
Various bug fixes and improvements.
App Privacy
The developer, Wealthica Financial Technology Inc., 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
- Location
- Contact Info
- User Content
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- MTW Media
- Size
- 36.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 9.0 or later.
- iPod touch
- Requires iOS 9.0 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
- © Wealthica Financial Technology Inc.
- Price
- Free