Archived App (Last seen on 30 Jul 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault–
TOP FEATURES
• Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement.
• Dynamic reports with current investment information.
• Document vault for securely viewing files.
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What's New in Castlepoint Wealth Advisors
2.0.1198234
March 7, 2024
Updated features and removed bugs.
