Lifeworks Advisors 4+

Lifeworks Advisors

Designed for iPad

    • 5.0 • 8 Ratings
    • Free

Screenshots

Description

Lifeworks allows you to connect your financial plan to your investments, get valuable investment insights, and collaborate with your advisor.

With Lifeworks, you get the best of both worlds. Our app empowers you to manage your financial assets on your time and collaborate with your team of independent financial advisors.

Features:
- Quickly and easily access your investment accounts from anywhere
- Monitor, manage, and fund your investments
- Plan for the future and build scenarios
- Connect your financial plan to your investments - Get portfolio insights
- Budget
- Collaborate with your advisor

What’s New

Version 2.0.7

What to get excited about in our latest update:
- Fixed an issue where certain UI switches could not toggle

Ratings and Reviews

5.0 out of 5
8 Ratings

8 Ratings

App Privacy

The developer, Lifeworks Advisors, 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:

  • Financial Info
  • Contact Info
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Contact Info
  • User Content
  • Sensitive Info
  • Diagnostics

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

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