WMP Portal
Finance
Free · Designed for iPad. Not verified for macOS.
At Wealth Managing Partners, we have the client—and only the client—in mind. Our mission is to get to know and to understand your needs, dreams and goals. We want to help you develop, implement, and monitor a strategy that’s designed for you. We also understand that navigating this process can feel overwhelming and are here to be your partners. This means a commitment to adapting and to elevating your experience and access to your information. We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing, preserving wealth and communicating with you. Our energy, commitment, and efforts are focused on you, the client and your satisfaction.
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Updated version.
The developer, CircleBlack, 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:
- Contact Info
- User Content
- Search History
- Identifiers
- Usage Data
- Diagnostics
- Other Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Circleblack Inc.
- Size
- 16.9 MB
- Category
- Finance
- Compatibility
Requires iOS 11.0 or later.
- iPhone
Requires iOS 11.0 or later. - iPad
Requires iPadOS 11.0 or later. - iPod touch
Requires iOS 11.0 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- ©2014-2024 CircleBlack, Inc. All rights reserved.