Wheeler Wealth 4+
Wheeler Wealth, LLC
Designed for iPad
-
- Free
Screenshots
Description
Our boutique approach at Wheeler Wealth blends cutting-edge technology to deliver unparalleled service and access to portfolio data in a simple, elegant interface.
We are committed to navigating the disruptions of our time by incorporating the latest tools and strategies to optimize financial success. It’s important that our clients learn to traverse the complexities of finance with confidence and clarity.
The team at Wheeler Wealth imbues a dynamic, modern approach rooted in traditional values to collaborate with and serve our clients’ unique needs.
We’re more than just financial advisors – we’re partners on a journey toward financial success, dedicated to serving our clients with the highest degree of professionalism, care, and respect.
What’s New
Version 1.83
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
Ratings and Reviews
App Privacy
The developer, Wheeler Wealth, LLC, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
- Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Wheeler Wealth, LLC
- Size
- 129.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 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
- Age Rating
- 4+
- Copyright
- © Black Diamond Wealth Platform
- Price
- Free