Screenshots

Description

WealthBook
The wealth management platform for Financial Advisors.

- Key Features
1. Variable annuities
UNIQUE tool for managing your clients variable annuity portfolios

2. ETFs
Interactive guide to selecting the right ETF for your clients

3. Equities
Key facts, figures & analytics of US equities — in one place

4. Portfolios
Manage your clients’ other portfolios—ETFs. mutual funds, equities etc.

5. Client Apps
Increase client engagement, retention

What’s New

Version 1.6

Bug fixing and security improvements.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

Tom Feutz ,

Great App for Keeping track for your investment

I love this app, keeps me up to date with my retirement insurance variable annuity accounts as well as my other investment portfolios. As soon as my finance advisor performs any portfolio changes I get immediately notified about approval for portfolio changes either I accept it or decline it based on situation, App keeps me updated with latest news about my equities I own...great app works for me perfect!!

Information

Seller
Tangram Solutions LLC
Size
33.5 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Greek

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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