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.
• 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!
Bug fixes and stability improvements.
Ratings and Reviews
Nice Tiles But Needs Improvement
The app has nice tiles which are easy to view.
However, requiring the user to scroll right to see more information is a poor experience. All data should appear horizontally only requiring the user to scroll down vertically. This improvement alone would substantially improve the usability of the app. For that reason alone I give the app 2 stars max.
There also hasn’t been coding improvement in 8 months which tells me the developer isn’t interested in improving the user experience.
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
- Tamarac Inc.
- 53.4 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- You must be at least 17 years old to download this app.
- Unrestricted Web Access
- © 2015 Envestnet | Tamarac
With Family Sharing set up, up to six family members can use this app.