Wealth Architects, LLC 17+
Wealth Architects, LLC
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor.
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
What’s New
Version 2.0.1031009
Updated features and removed bugs.
Ratings and Reviews
Outstanding
Truly impressed with this team and their ability to help build wealthier lives beyond just financial security. Highly recommended.
Can't upload or download
Layout, menus, etc are fine, but the main problem is you can't upload or download (save) any files! Those are the most important features, at least to me.
App Privacy
The developer, Wealth Architects, 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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Wealth Architects, LLC
- Size
- 68.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 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
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2022 Wealth Architects, LLC
- Price
- Free