This mobile app allows you to view your account information and financial plan. You'll be able to see your balance sheet, review your cash flow & check on your portfolio's performance.

What’s New

Version 5.2.7

-Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled

App Privacy

The developer, TriaGen Wealth Management, 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:

  • 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


  • Family Sharing

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

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