WealthView 17+
Tamarac Inc.
-
- Free
Screenshots
Description
See your complete financial picture!
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 2.0.1042310
We've made updates to optimize app performance.
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
Very buggy… like a poorly framed version of the web app
Upon login on iPad, I can’t see anything but a search bar which turns up no data. At least on my Android phone I can find the hamburger menu to get to things. In the iPad, I have no way of calling up the main menu. Just kill the app, try to load again, no success, bang forehead on desk, kill the app, go back to my computer.
App Privacy
The developer, Tamarac Inc., 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
- Tamarac Inc.
- Size
- 68.4 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.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2024 Envestnet | Tamarac
- Price
- Free