WealthView 17+
Tamarac Inc.
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor using WealthView. WealthView 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.
• And more!
What’s New
Version 2.0.673795
Bug fixes and performance improvements.
• Updated screenshots.
Ratings and Reviews
User friendly tiles and easy to see info
Pros:
-The app has nice tiles on the dashboard which are easy to view and get the info I need quickly.
-I can link outside accounts to track my total net worth and the data updates daily.
-My financial plan confidence meter links to my dashboard which helps set my mind at ease when markets fall, as they always do at some point.
-I can see valuable documents in my vault which is helpful when I am on the go.
-I can easily see how much I have saved or distributed from my accounts using the cash flows report. It’s nice because it aggregates all of my accounts.
Cons:
-the app screen doesn’t fit my phone perfectly.
-sometimes the linked data doesn’t update
Stopped working after February 2018 update
If you have problems with their app, their tech support will not talk to end users. It either works or it doesn’t. They have ignored emails asking for tech support.
This app did not preserve log-in information between updates. The second update in February 2018 broke the app for me.
I am running an iPad 6th generation with the latest iOS 11
App Privacy
The developer, Tamarac Inc., has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Information
- Seller
- Tamarac Inc.
- Size
- 70.3 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.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2021 Envestnet | Tamarac
- Price
- Free