Breakwater Cap

Finance

Free · Designed for iPad. Not verified for macOS.

You're constantly on the go, you should expect to have your financial data keep up. /n Breakwater Capital Group is an independent wealth management firm dedicated to supporting your financial planning and investment management needs. Let us help you manage the complexities of your financial affairs so that you have more freedom and peace of mind to enjoy the more fulfilling aspects of your life. /n The Breakwater Capital mobile app is an intuitive interface that allows you to look in on your asset allocation, evaluate portfolio performance and or visit your financial plan from one central hub. These are just a few data points helping you stay informed and feel empowered at all times.

Ratings & Reviews

  • This app has not received enough ratings or reviews to display an overview.

- 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

Version 5.14.0

The developer, Breakwater Capital Group 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, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Provider
  • Breakwater Capital Group LLC
Size
  • 39.9 MB
Category
  • Finance
Compatibility
Requires iOS 13.4 or later.
  • 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 Breakwater Capital LLC
  • Developer Website
  • Privacy Policy

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