Wealthscape Investor℠ User Reviews

Wealthscape Investor℠
Wealthscape Investor℠
National Financial Services LLC

Reviews Summary

Top reviews

Stuck in a loop

I went to sign in on my phone and it said there’s a new update available at the App Store. I click the link provided, download the app, and hit open. That takes me back to the sign-in screen that tells me that there’s a new update available. OK, so I click it again, which takes me back to the App Store. I hit open again. It takes me back to the sign screen that tells me there’s an update available. I delete it from my phone, restart my phone completely, and then download it again. The vicious cycle continues no matter how many times I deleted this new version from my phone, restart my phone, and then download it again. So at this point, I have no app on my phone and I’m frustrated. Of course there’s no way of contacting anyone from my desktop, so I’m here to complain.
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Love Frost Bank

I’ve been banking with Frost for over 35 years and they are so good looking out for my banking needs.
Alex (investment banker) with Frost is very helpful and has made me money along the way. This app is very easy to understand so you can analyze how your money is working for you. Again Alex and James Miller Thank you for you being there for me and all of you dedicated years at Frost.
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The Best Financial Company

The Westminster Financial Companies, especially Ken Warnick from their Dayton offices, is an educated experienced and helpful financial professional. He and they have successfully managed my accounts for over 30 years. They are top advisors.

Terrible user experience

The latency is terrible. The user experience is horrendous. It’s not easy to use. In this industry you must compete with the other easy to use applications like robinhood that have attracted all their customers with their simple UI. The only reason I use MS is because my money manager was already set up with them. I would suggest another platform to anyone unless these problems get fixed.
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Waste of visual space

Yuck! How do I get rid of the new, oversized graph that shows up on initial login? Pretty useless - maybe worth an inch of precious iPad screen space. Who came up with this? At least give us a way to configure if we want it - switches are easy!!

Review

This past year the service/ production was better than previous two years.

Investment Accounts

I like the app… however,I would want one more column to show what the annual dividend income is in each account, and it should be updated after each trade.

Wealthscape

Enjoy this app very much. It is very detailed on nearly every detail of my accounts.
I would ask that the detail font on the positions screens be darker than they are now as the detail is a light gray and is not easily readable.

Need to be able to see all time gain/losses

The main point for investor apps is to see how your accounts are doing. I cannot see whether I’m losing or gaining overtime! It’s an account that I’m putting money into monthly, I’d like to know how it’s doing rather than look at all my past deposits and add and subtract. Shouldn’t be that hard for the developers to add this feature.
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App not updating since last week

Has there been a change to how this app operates? It has not been showing intraday balance changes since late last week, even though I’m able to see the most up to date balance on the web app. The mobile app now only seems to update once a day, a day behind. Is this a bug or has the functionality been reduced?
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