SkyboundWM
Finanzas
Sólo para iPhone
Gratis · Diseñada para iPhone
iPhone
Explore SkyboundWM’s features: real-time performance stats, interactive charts, a redesigned Plan screen with Net Worth and Surplus tracking, an all-new Explore screen for curated insights, and a fully upgraded Advisor screen for stronger connections and seamless financial planning.
SkyboundWM is your complete wealth management app, built to give you clarity, control, and confidence. From tracking your portfolio to planning your future, it brings expert tools and real-time data together in one intuitive platform.
Monitor your investments with up-to-date performance stats and interactive charts. View your full financial picture with a Plan screen that includes income, expenses, assets, liabilities, net worth, and monthly surplus.
Stay connected with your advisor like never before. Access their full contact details, call or email directly, or share their contact card with someone who could benefit. Get to know their background, qualifications, and areas of expertise so you always understand who is guiding your plan and why they are the right fit. See where they operate and meet the wider team supporting your strategy. You can now also book your next meeting straight through the app, no back and forth required.
Discover our all-new Explore screen, a curated hub for insights, tips, financial solutions, and upcoming events. Content is always fresh and actionable, with built-in advisor notifications to keep conversations going.
Manage tasks easily, from updating payments to requesting valuations. Complete or renew your Risk Profile digitally and keep your strategy aligned. All updates sync instantly with your advisor through our two-way integration with Plume.
Built by Skybound Wealth, a global leader in financial planning, SkyboundWM combines decades of expertise with smart, client-first technology to help you stay informed, take control, and grow your wealth with purpose.
Download SkyboundWM today and experience the future of financial planning in your hands.
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
What’s New:
- Discover the new Explore screen your hub for insights, planning tips, events, and more
- Browse curated blogs, videos, and podcasts tailored to your financial goals
- View your adviser’s full profile contact details, qualifications, areas of expertise, and regions they support
- Share your adviser’s contact card and connect others to trusted advice
- Book meetings directly through the app select a time and add notes ahead of your session
El desarrollador (Skybound Wealth Management) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos asociados con tu identidad
Los siguientes datos pueden recopilarse y asociarse con tu identidad:
- Información financiera
- Información de contacto
- Identificadores
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
- Información de contacto
- Contenido de usuario
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Skybound Life Management DMCC
- Tamaño
- 95 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 15.1 o posterior.
- iPhone
Requiere iOS 15.1 o posterior. - iPod touch
Requiere iOS 15.1 o posterior. - Mac
Requiere macOS 12.0 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- Idiomas
- Inglés
- Edad
18+
- 18+
- Copyright
- © Skybound Wealth Management DMCC