WMCube
Finance
Free · Designed for iPad
This app is designed specifically for wealth advisors to manage investment funds. Its user-friendly interface allows advisors to quickly access a diverse range of investment funds, view client account cash balance and positions, and make subscriptions or redemptions. It enables wealth advisors to efficiently recommend funds tailored to their clients' financial objectives. With features like portfolio tracking and real-time updates, it enhances productivity and strengthens client relationships. It ensures that weath advisors can deliver exceptional service and construct a suitable fund portfolio for their clients.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Known Issues Fixed
The developer, Wealth Management Cube Limited, 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:
- Financial Info
- Contact Info
- User Content
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Wealth Management Cube Limited
- Size
- 34.5 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 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 and 2 more
- English, Simplified Chinese, Traditional Chinese
- Age Rating
4+
- 4+
- Copyright
- © Wealth Management Cube Limited