Northbound Wealth 4+
Northbound Wealth Management LLC
Designed for iPad
-
- Free
Screenshots
Description
Northbound Wealth Management is proud to bring you the Northbound Wealth mobile portal! Now, through any mobile device, NWM gives you access to your portfolio at any time, and anywhere. Run reports, view performance, create tasks, and much more all with the touch of a button! Northbound Wealth has made it a priority to keep you up-to-date on your investments; truly managing your money as if it were our own.
What’s New
Version 5.14.1
- 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, Northbound Wealth Management 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
- Northbound Wealth Management LLC
- Size
- 39.3 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 Northbound Wealth Management LLC
- Price
- Free