enTrust Wealth 4+
enTrust Wealth Advisors, LLC
Designed for iPad
-
- Free
Screenshots
Description
This app may be used to view your investment portfolio managed by enTrust, including accounts you may add for viewing purposes. Your portfolio performance, positions, and transactions per account are all tracked within the portal, as are your quarterly portfolio reports and market insights. All can be easily downloaded.
enTrust Wealth Advisors, LLC is a registered investment adviser, registered with the US Securities & Exchange Commission. Please see www.adviserinfo.sec.gov for more information about us. Registration does not imply any level of skill or training.
Not a client? Contact us at 858-257-4646.
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, enTrust 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
- Seller
- enTrust Wealth Advisors, 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 enTrust Wealth Advisors, LLC
- Price
- Free