Castlepoint Wealth Advisors 17+
Castlepoint Wealth Advisors
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor.
Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault–
TOP FEATURES
• Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement.
• Dynamic reports with current investment information.
• Document vault for securely viewing files.
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What’s New
Version 2.0.1198234
Updated features and removed bugs.
App Privacy
The developer, Castlepoint Wealth Advisors, 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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- ARK & TLK INVESTMENTS, LLC
- Size
- 68.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 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.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2022 ARK & TLK INVESTMENTS, LLC
- Price
- Free