Wealth Personal
Finance
Free · Designed for iPad. Not verified for macOS.
This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
The developer, Wealth Personal, 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:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Financial Planning Consultants of Northern Michigan, Inc.
- Size
- 35.6 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 Financial Planning Consultants of Northern Michigan, Inc. dba Wealth Personal