Wealth I/O 4+
Purple Rocket Technologies
Designed for iPad
-
- Free
Screenshots
Description
Unlock the future of AdvisorTech - Guide, engage, and grow with Wealth I/O.
Wealth I/O: Bridging Technology & Trust for Financial Advisors.
Step into the new age of financial advising with Wealth I/O. Designed for forward-thinking financial advisors and insurance agents, our platform combines state-of-the-art marketing tools with cutting-edge advice engagement.
Features:
Dynamic Digital Business Card: Make a memorable digital introduction, complete with your professional details and branding.
Smart Advice: Deliver top-tier, data-driven financial insights to your clients, ensuring they're always a step ahead.
Transparent Compliance: Easily integrate and showcase your compliance credentials and disclosures, promoting trust and transparency in all your interactions.
Strengthen Bonds: Engage clients effectively through interactive chats and video interfaces. Keep the dialogue open, clear, and impactful.
Market Like a Pro: Harness our intuitive marketing tools, targeting and engaging your ideal clientele with precision.
What’s New
Version 1.1.0
Updated UI: We've given our app a fresh new look with a redesigned user interface that enhances the overall user experience.
Bug Fixes: We've squashed a few pesky bugs to ensure a smoother and more reliable app performance.
We hope you enjoy this update! If you have any feedback or encounter any issues, please don't hesitate to reach out to our support team."
Ratings and Reviews
Regional Vice President
This product has simplified my business and marketing 10 fold. The developers continue to improve all aspects and really gives my business the look of state of the art technology. I highly recommend this app to any and all advisors!!
Vice President
Love the simplicity and functionality.
It’s my go to when prospecting new clients.
App Privacy
The developer, Purple Rocket Technologies, 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
- User Content
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Identifiers
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Purple Rocket Technologies, LLC
- Size
- 102.3 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 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
-
English
- Age Rating
- 4+
- Copyright
- © Copyright - Purple Rocket Technologies, LLC 2021
- Price
- Free