Lifeworks Advisors 4+
Lifeworks Advisors
Designed for iPad
-
- 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 2.1.0
What to get excited about in our latest update:
- Data caching fixes
- Layout improvements
Ratings and Reviews
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
Information
- Seller
- Lifeworks Advisors LLC
- Size
- 18.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Lifeworks Advisors
- Price
- Free