My Financial Advisor -Blueleaf 4+

Name: My Financial Advisor -Blueleaf
Author: Blueleaf Wealth

Because your advisor cares

Blueleaf Wealth

- Free

iPhone Screenshots

Description

Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:

- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.

Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.

If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.

Powered by Blueleaf

15 Jan 2022

Version 1.6.1

Fixes crashes that occurred when the app was opened at the beginning of the year.

The developer, Blueleaf Wealth, 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:

Contact Info
Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Information

Provider

Blueleaf Wealth, Inc has not identified itself as a trader for this app. If you are a consumer in the European Economic Area, consumer rights do not apply to agreements between you and the provider.

Size

37 MB