Plain Wealth 4+

Stay connected to your Advisor

Plain Solutions, LLC

    • 5.0 • 4 Ratings
    • Free

iPhone Screenshots

Description

Stay connected to your financial future through the Plain Wealth App

Stay connected to your financial future through the Plain Wealth App. Available exclusively through your Registered Independent Advisor(RIA) representative or other financial/insurance professional, this platform offers unparalleled access to the financial information most important to you. Leveraging industry leading security, with two-factor and biometrics for the user, Plain Wealth easily opens for you, and only you.
To get started, if your Plain Wealth System Registered Independent Advisor(RIA) representative or other financial/insurance professional financial rep to create your account. Download the app. Then, use the onboarding link emailed to you and instructions to complete your initial login and setup. The rest is easy: view your accounts, stay connected, and engage with your advisor/representative at your convenience.

What’s New

Version 1.7

Improved UI for insurance products. Minor bug fixes.

Ratings and Reviews

5.0 out of 5
4 Ratings

4 Ratings

App Privacy

The developer, Plain Solutions, 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 Linked to You

The following data may be collected and linked to your identity:

  • Contacts
  • User Content

Data Not Linked to You

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

  • Diagnostics

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

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