Wise Wealth
Wise Wealth is made and published by GeoWealth Management, LLC. AppBrain is an independent app data site and isn't affiliated with GeoWealth Management, LLC. The app name, icon, screenshots and description belong to GeoWealth Management, LLC and are shown as published on the App Store.
AppBrain's verdict
- Last updated
- August 21, 2024
- Size
- 17.6 MB
User feedback
Ratings and reviews on the App StoreComments on Wise Wealth for iOS
We don't have enough comments to show example comments. Please check back later.
Store listing
By GeoWealth Management, LLC, from the App Store
Description by GeoWealth Management, LLC Written by the developer, not by AppBrain. Click to read.
For our clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Wise Wealth and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.
This application is free to download.
Safety and technology
Found in the app by AppBrain- Price
- Free
- App size
- 17.6 MB
- Content rating
- Everyone
Technologies used by Wise Wealth
Releases
Updates seen on the App Store- Version
- 3.4.0
- Launched
- September 2017
No changelog data
Alternatives
Similar apps and more from GeoWealth Management, LLC
Rankings
App Store top chartsApp Store Rankings for Wise Wealth
About the app and developer
About Wise Wealth
Wise Wealth is a finance app developed by GeoWealth Management, LLC.
User Ratings
The app has no ratings yet.
App Information
Wise Wealth is freely available from the App Store. The app size is 17.64 MB. The latest version available is 3.4.0. The last update was on August 21, 2024.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since September 2017.
Developer information for GeoWealth Management, LLC
Address:
Frequently asked questions about Wise Wealth
Is Wise Wealth free?
Yes. Wise Wealth is free on the App Store.
Is Wise Wealth still available?
Yes. Wise Wealth is on the App Store, and the last update we saw was on August 21, 2024.
How large is Wise Wealth?
Wise Wealth is 17.64 MB.
Is Wise Wealth suitable for children?
App Store rates the content of Wise Wealth as suitable for everyone.
Who made Wise Wealth?
Wise Wealth was developed by GeoWealth Management, LLC. It is listed in the finance category on the App Store.
What are the best alternatives to Wise Wealth?
People looking at Wise Wealth also look at these finance apps: Kedrec Mobile, Guaranty State Mobile, Tri-Star HSA, USB Mobile Banking, myWIF.