Whitaker Wealth 4+
Whitaker-Myers Wealth Managers, Ltd.
Designed for iPad
-
- Free
Screenshots
Description
This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff. You'll love the great design and easy to understand reports within your client portal. If you're a client of Whitaker-Myers Wealth Managers download the app today!
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, Whitaker-Myers Wealth Managers, Ltd., 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, for example, based on the features you use or your age. Learn More
Information
- Seller
- Whitaker-Myers Wealth Managers, LTD.
- Size
- 39.5 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 Whitaker-Myers Wealth Managers, LTD.
- Price
- Free