Unrivaled WM 4+
Unrivaled Wealth Management
Designed for iPad
-
- Free
Screenshots
Description
This app allows you to view your complete financial picture with Unrivaled Wealth Management. Your Financial Plan, Net Worth, Performance Data, Document Vault and more are all conveniently located in this app.
Located in Pittsburgh, Pennsylvania, Unrivaled Wealth Management was built with industry-leading technology and provides full Financial Planning and Portfolio Management services to clients across the country.
If you are not a current client, but are interested in the services we provide, please read more on our website at www.unrivaledwm.com.
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, Unrivaled 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
- Unrivaled Wealth Management LLC
- Size
- 39.4 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 Unrivaled Wealth Management LLC
- Price
- Free