APW Portal 4+

Arbor Private Wealth, LLC

Designed for iPad

    • Free

Screenshots

Description

Clients of Arbor Private Wealth can access their most important financial information at one convenient place - the Arbor Private Wealth Portal. Conveniently review your investment accounts and latest performance reports. Keep track of outside account balances for bank accounts, mortgages, 401Ks, and credit cards. Keep your latest financial plan at the tip of your finger so you always know where you stand.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

The developer, Arbor Private Wealth, 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, for example, based on the features you use or your age. Learn More

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