Private Vista

Finance

Free · Designed for iPad

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. • Document vault for securely sending and receiving files with your financial advisor. • And more!

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The developer, Private Vista, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy .

  • No Details Provided

    The developer will be required to provide privacy details when they submit their next app update.

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Seller
      • PRIVATE VISTA, LLC
    • Size
      • 53.3 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 10.0 or later.
      • 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.
    • Age Rating
      16+
    • Copyright
      • © 2019 Private Vista, LLC