About
Access your financial accounts, track performance, and review your financial plan. Securely store important documents and get assistance with setup. This app is for existing clients of a wealth management firm.
What's New in Culbreth WM
5.14.0
September 6, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
MoreFAQ
What can I do with Culbreth WM?
Culbreth WM allows you to view your account balances, check performance reports, access your financial plan, and retrieve documents from your secure vault. It provides a convenient way to stay updated on your financial status.
Is Culbreth WM secure?
While specific security features are not detailed, as a financial management app, it is designed with client data security in mind. Users can access their sensitive financial information through the platform.
What financial institutions does Culbreth WM support?
The app is designed for clients of Culbreth Wealth Management and provides access to their specific account information managed by the firm. It does not directly integrate with external financial institutions for account aggregation.
How often is Culbreth WM updated?
The app was last updated on September 6, 2024, with version 5.14.0. This indicates a commitment to regular maintenance and potential feature enhancements.
What devices can I use Culbreth WM on?
Culbreth WM is available for iPhone and iPad devices. It is designed to be accessible on Apple's mobile and tablet platforms.
What is the age rating for Culbreth WM?
Culbreth WM has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application.
Does Culbreth WM have ads?
No, Culbreth WM does not contain advertisements. As a free app for clients, it focuses on providing a clean and uninterrupted experience for accessing financial information.
How do I get help setting up Culbreth WM?
If you need assistance setting up your mobile app, you can reach out directly to Culbreth Wealth Management for support. They are available to help clients navigate the application.
