Wealth Advocates 4+
Wealth Advocates LLC
Designed for iPad
-
- Free
Screenshots
Description
The Wealth Advocates financial management platform allows clients of Wealth Advocates to easily access information regarding their investment and retirement accounts and to access some additional client services.
Requirements: You need to be a Wealth Advocates client that has been authorized for the phone application. If you would like to request access, please contact your advisor or our client services.
What’s New
Version 1.83
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
App Privacy
The developer, Wealth Advocates 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 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
Information
- Seller
- Wealth Advocates LLC
- Size
- 129.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 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
- © Black Diamond Wealth Platform
- Price
- Free