Client First Tax and Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, and performance data. Clients will also be able to access Client First quarterly statements, Charles Schwab monthly custodial statements, and annual tax reports produced by Charles Schwab.
Ratings & Reviews
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
The developer, Rock Point Partners 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Rock Point Partners LLC
- Size
- 145.9 MB
- Category
- Finance
- Compatibility
Requires iOS 12.4 or later.
- iPhone
Requires iOS 12.4 or later. - iPad
Requires iPadOS 12.4 or later. - iPod touch
Requires iOS 12.4 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © Black Diamond Wealth Platform