DecisionPoint Financial

Finance

Free · Designed for iPad. Not verified for macOS.

See your complete financial picture and interact with your financial advisor. Your DecisionPoint Financial app provides an intuitive financial dashboard, interactive reports, investment performance and allocation, document vault, 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 viewing files from your wealth advisor. • And more!

Ratings & Reviews

  • 5.0
    out of 5
    6 Ratings

Updated features and removed bugs.

Version 2.0.1178930

The developer, DecisionPoint Financial, 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

    Accessibility

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

    Information

    Seller
    • DecisionPoint Financial, LLC
    Size
    • 68.6 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
    18+
    Copyright
    • © 2024 DecisionPoint Financial LLC
  • Developer Website
  • Privacy Policy
  • License Agreement

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