Flourish Wealth 4+

Flourish Wealth Management Inc.

Designed for iPad

    • Free

Screenshots

Description

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go. You can view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools.

If you haven’t setup online client portal access, or do not remember your login information, please reach out to your team at info@flourishwm.com.

Flourish Wealth Management is an independent, fee-only, wealth management firm that provides hands-on expertise focused solely on the best interest of our clients. With a proactive approach to comprehensive planning and highly personal relationships we foster confidence and trust and provide our clients with tools to Flourish!

Learn more about Flourish at: flourishwealthmanagement.com

What’s New

Version 5.9.1

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

The developer, Flourish Wealth Management 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:

  • 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

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