LakeEffectWealth 4+

CircleBlack, Inc.

Designed for iPad

    • 5.0 • 1 Rating
    • Free

Screenshots

Description

Access your Lake Effect Wealth portfolios and aggregate accounts held across various financial companies. Please contact Andrew with any questions.

What’s New

Version 23.3.0

Push Notifications:
- When the Lake Effect Wealth platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the Lake Effect Wealth mobile app.
- Push notifications can be toggled on and off in the app’s settings.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, CircleBlack, Inc., 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:

  • Contact Info
  • User Content
  • Search History
  • Identifiers
  • Usage Data
  • Diagnostics
  • Other Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

More By This Developer

CircleBlack Investor
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Shepherd Wealth Management
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Rovin Capital
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Genera Advisors
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Town Capital, LLC
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Robertson Stephens
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