TailorMade Wealth Counsel 4+

TailorMade Financial, Inc.

    • Free

Screenshots

Description

The TailorMade Wealth Counsel App allows enabled clients to access portfolio data, view reports and statements, and communicate with your TailorMade Team in a simple, elegant interface.

Requirements: You need to be a client of TailorMade that has been enabled for the app. If you would like to request access, please contact your TailorMade Advisor.

What’s New

Version 1.82

* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.

App Privacy

The developer, TailorMade Financial, 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

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

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

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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