WB Wealth 4+
Secure file storage & sharing
My Wealth Cloud
Designed for iPad
-
- Free
Screenshots
Description
The WB Wealth DocPortal app provides our clients with a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser. Inclusive in this offering is the ability to access your Online Wealth Account and the option to engage in intergenerational planning with a digital executor feature.
Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning.
WB Wealth are proud to offer our clients the WB Wealth DocPortal App.
Securely store your most important files and access them at any time within your app.
Protect your most personal data using enterprise-graded, encrypted security.
Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning.
What’s New
Version 2.2
New Features & UI
App Privacy
The developer, My Wealth Cloud, 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 Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- My Wealth Cloud Limited
- Size
- 3.3 MB
- Category
- Productivity
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Copyright My Wealth Cloud 2018
- Price
- Free