HBKS Wealth Advisors 17+
HBKS WEALTH ADVISORS
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor.
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• And more!
What’s New
Version 2.0.1073846
Updated features and removed bugs.
Ratings and Reviews
Needs landscape mode for documents
When reviewing documents they show as landscape format but can only be viewed in portrait mode on an iPhone. It should be possible to see in landscape by rotating my iPhone.
Works fantastic
if you are an HBKS client, this is a superb way to see all your accounts and respective performance. All key data is available live in a very easy to understand tile format. WELL DONE
Not well developed
This needs a lot of work; assumes you can just sign in, but if you are setting up for the first time to pull your information, doesn’t really give you an option. And have yet to receive an email when requested.
Fix it, properly test it, and get some customer feedback, or delete it and start over.
App Privacy
The developer, HBKS 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
- HBKS WEALTH ADVISORS
- Size
- 69.2 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.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2023 HBKS Wealth Advisors
- Price
- Free