Wavvest 17+

Simplifying Wealth

WAVVEST HOLDINGS INC.

    • 5.0 • 5 Ratings
    • Free

Screenshots

Description

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place.

Download the app to track your portfolio, view performance, and access a range of services designed to simplify your finances.

• All-in-One Financial Management: View your investments, manage estate planning, insurance, tax preparation, and more — all through a single, intuitive platform.
• Personalized Insights and Advice: Access tailored financial insights and a detailed breakdown of your investments, helping you make informed decisions with confidence.
• Seamless Integration with Your Advisor: Stay in touch with your financial advisor directly through the app, ensuring you receive personalized support and guidance whenever you need it.

Wavvest is available by invitation through your financial advisor. If you’re already set up, download the app and start managing your financial journey today.

What’s New

Version 2024.11.30

• Fixed Locking Behavior After Authentication: Resolved an issue where the app would relock after being locked, streamlining local authentication.
• Adjusted 2FA Code Entry UI: Improved user experience by adding `KeyboardAvoidingView` to prevent field coverage during two-factor authentication entry and included `autoComplete` hints.
• Added Pending Tag in Investment Page: Implemented a new "Pending" status label for accounts that are still pending, enhancing clarity on account statuses.
• Enhanced Expand Card Functionality: Upgraded expand card behavior to dynamically adjust height based on content length, improving overall interface usability.

Ratings and Reviews

5.0 out of 5
5 Ratings

5 Ratings

blee- ,

Simplifying Personal Finance

Wavvest has been a game-changer for managing my financial planning. The app provides an easy and intuitive way to handle investments, estate planning, financial planning, and insurance all in one place. Setting up my investment portfolios was straightforward, and I love the additional services like estate planning, which are all available digitally.

The process of opening an account and linking my bank account was instant. It took just minutes to get everything set up and start managing my finances.

App Privacy

The developer, WAVVEST HOLDINGS 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 Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Financial Info
  • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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