Abundo Wealth

Finance

Free · Designed for iPad. Not verified for macOS.

Welcome to Abundo Wealth, the exclusive client portal designed to empower your financial journey! Our app is tailored for clients of Abundo Wealth, offering a seamless and secure gateway to your financial universe. Features: Personalized Dashboard: Get a comprehensive overview of your financial landscape. Our intuitive dashboard presents your assets, investments, and savings in a clear and actionable format. Task Management: Stay on top of your financial goals with integrated task management through your Financial Story. Whether it's setting reminders for bill payments or scheduling meetings with your financial advisor, Abundo Wealth keeps you organized and proactive. Secure Access: Your privacy and security are paramount. Abundo Wealth employs state-of-the-art encryption and authentication measures to protect your sensitive information.

Ratings & Reviews

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What's new in 1.0.8 • New annual view on Budget — see a full year of spending and budgets at a glance • Edit existing splits and balance them in one tap with "Add remaining" • Quick Split and Add Rule buttons when tapping a transaction • Flag specific budget categories for review, optionally pinned to a household member • Refreshed sign-in screen • Smoother trade execution with step-by-step custodian tutorials (Fidelity, Vanguard, Schwab) • Tap your budget summary on the dashboard to jump straight to edits • Layout polish across the app

Version 1.0.8

The developer, Abundo 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

  • Data Not Linked to You

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

    • Diagnostics

Privacy practices may vary, for example, based 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

Seller
  • Abundo Wealth Inc.
Size
  • 40.6 MB
Category
  • Finance
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • iPad
    Requires iPadOS 16.0 or later.
  • Mac
    Requires macOS 12.0 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 Abundo Wealth. All rights reserved worldwide.
  • Developer Website
  • Privacy Policy

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