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

4.4 out of 5
11 Ratings

11 Ratings

Talking santa1287 ,

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

ENC iOS Reviews ,

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.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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