Monument Wealth 4+
Monument Wealth Management
Designed for iPad
-
- Free
Screenshots
Description
Welcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal.
This Monument Client Portal app will provide you with a secure way to:
- View your investment accounts, activity, and performance
- Download monthly statements, quarterly reports, and tax forms
- View and run interactive reports on gains and losses, estimated income, and more
- Share documents with the Monument Team
Please reach out to the Monument Team at 703-504-9600 or support@monumentwm.com if you have any difficulty accessing your Monument Client Portal, have any questions, would like a walk-through, or would like to provide feedback.
*You must set up your Monument Client Portal before logging into this app. To set up your Monument Client Portal please contact us.
ABOUT MONUMENT WEALTH MANAGEMENT
Monument Wealth Management offers unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers you to have more control over your time and options. Monument does this through our Private Wealth Design process, which is intentionally devised to answer YOUR specific questions, not everyone else’s, ultimately providing you clarity and removing the anxiety of the unknown. Please see important disclosure information at https://monumentwealthmanagement.com/disclosures/
What’s New
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Ratings and Reviews
App Privacy
The developer, Monument Wealth Management, 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:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Monument Wealth Management, LLC
- Size
- 39.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Monument Capital Management, LLC
- Price
- Free