Wellacre Wealth
Finance
Free · Designed for iPad
Wellacre Wealth mobile app provides greater visibility into both clients' overall financial picture and Wellacre Wealth's wealth advisory services.
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Wellacre Wealth and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
This application is free to download.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Reliability improvements
The developer, GeoWealth Management, 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:
- Search History
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- GeoWealth Management, LLC
- Size
- 20.9 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 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
- English
- Age Rating
4+
- 4+
- Copyright
- © 2020 GeoWealth Management, LLC