Wavvest 17+
Simplifying Wealth
WAVVEST HOLDINGS INC.
-
- Free
Screenshots
Description
Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place.
Download the app to track your portfolio, view performance, and access a range of services designed to simplify your finances.
• All-in-One Financial Management: View your investments, manage estate planning, insurance, tax preparation, and more — all through a single, intuitive platform.
• Personalized Insights and Advice: Access tailored financial insights and a detailed breakdown of your investments, helping you make informed decisions with confidence.
• Seamless Integration with Your Advisor: Stay in touch with your financial advisor directly through the app, ensuring you receive personalized support and guidance whenever you need it.
Wavvest is available by invitation through your financial advisor. If you’re already set up, download the app and start managing your financial journey today.
What’s New
Version 2024.10.18
- Custodian sdk update
- Bank linking
Ratings and Reviews
Simplifying Personal Finance
Wavvest has been a game-changer for managing my financial planning. The app provides an easy and intuitive way to handle investments, estate planning, financial planning, and insurance all in one place. Setting up my investment portfolios was straightforward, and I love the additional services like estate planning, which are all available digitally.
The process of opening an account and linking my bank account was instant. It took just minutes to get everything set up and start managing my finances.
App Privacy
The developer, WAVVEST HOLDINGS 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- WAVVEST HOLDINGS INC.
- Size
- 33.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © Wavvest Holdings Inc
- Price
- Free