Pivot Wealth

Life not limited by money

Business

Finance

Free

Get app

Rating summary

Details about Pivot Wealth

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

March 3, 2021
October 3, 2024
12.0+
4+
125.89MB
iPhone, iPad, iPod
English
French
German
Show more

Developer of Pivot Wealth

Favourite Function Pty Ltd

⭐️5 / 5

Rating↘︎

🙌1

Ratings

📼6 scs

Media↘︎

📦~ in 1 month

Updates frequency↘︎

🗣❌ unsupported

Your locale

🖼️Download

Icons↘︎

Versions
Price History
Description
FAQ

Version History of Pivot Wealth

5.13

August 8, 2024

This version fixed several bugs.

5.07

May 1, 2024

This version fixed several bugs.

5.01

December 13, 2023

This version fixed several bugs, it also includes improvements for wealth.

4.96

November 17, 2023

This version fixed several bugs.

4.87

August 11, 2023

Full guest access mode has been added to the app. Several bugs fixed.

4.75

February 27, 2023

This version includes the new experience of how you manage your insurance with us.

4.74

February 13, 2023

This version includes open banking support for managing your financial accounts with us.

4.72

December 14, 2022

This version includes minor bug fix.

4.71

October 26, 2022

1. You can now take review action on your cashflow transactions. (see *) 2. You can now update your password for your financial account wealth items. 3. Fix an issue which can sometimes cause app to crash when viewing cashflow transactions list. 4. Fix an issue which can cause app to crash when upload a document failed due to unstable internet connection. 5. Fix an issue which can cause app to crash when uploading a document for the first time. * Simply swipe the transaction list view cell from right to left to reveal the 'review action'. Optionally you can select 'more' button on the top right corner of cashflow home view, and switch to 'Show only needs to be reviewed'.

4.69

October 5, 2022

In the version, we have brought a better experience when editing your existing wealth items. You can now editing the ownership of your individual wealth item in the app.

Description of Pivot Wealth

Pivot Wealth is a personal wealth app that helps you track and manage your entire financial world. *Description:* Having difficulty understanding your financial position? The solution is Pivot Wealth. Pivot Wealth is an easy to use app that gathers all your information in one place, giving you a clear overview of your financial position. Get connected to your finances in just minutes, and with bank level security, your data has never been safer. What features are available with Pivot Wealth? Live Financial Snapshot Give yourself greater control with up-to-date access to everything you own and owe – including bank accounts, credit cards, properties, cars, loans and mortgages. Cash Flow Keep track of your money with the auto-categorisation of income and expenses. Digital Document Signing Save time and paper by signing important documents digitally, on any device. Goals Saving to buy property? Retire? Start a family? Achieve it with our Goals feature, which helps you budget for success. Connect to a professional Connect with your adviser or accountant and request services when you need them. Pivot Wealth provides your finance professional with valuable data that they can use to assist you. Tax Time Make tax time easy with all your financial data and documents stored securely in the cloud. Take control of your finances and download the Pivot Wealth app today.

Show less