Endowment Wealth Management

Endowment Wealth Management

by Prateek Mehrotra

2 ratings
1 review

Archived App (Last seen on 18 Jul 2026)

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.

Details

  • Released
  • Updated
  • May 17, 2013
  • February 18, 2023

Features

Endowment Wealth Management screenshot #1 for iPhone
Endowment Wealth Management screenshot #2 for iPhone
Endowment Wealth Management screenshot #3 for iPhone
Endowment Wealth Management screenshot #4 for iPhone
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About

Access your personal financial portal and get an overview of investment philosophy and account aggregation technology. Securely manage your financial information on your iOS device.

Client web portal access
Firm overview
Investment philosophy
Account aggregation
Online secure vault
Show original description

What's New in Endowment Wealth Management

1.9

February 18, 2023

Bug fixes Performance Improvements

User reviews

Great design and easy function

Thanks for providing the functional app

FAQ

What is Endowment Wealth Management?

Endowment Wealth Management is a mobile application designed to provide clients with secure access to their personal web portal. It also offers insights into the firm's investment philosophy and account aggregation technology.

Is Endowment Wealth Management free to use?

Yes, Endowment Wealth Management is available for free download and use on iOS devices. There are no in-app purchases or subscription fees associated with this application.

What devices are supported by Endowment Wealth Management?

Endowment Wealth Management is compatible with iPhone, iPad, and iPod devices. It requires an iOS operating system.

How secure is Endowment Wealth Management?

The app provides access to an 'Online Secure Vault', indicating a focus on security for client financial information. Specific security protocols are not detailed in the description.

When was Endowment Wealth Management last updated?

The latest version of Endowment Wealth Management was released on February 18, 2023. The app was initially released on May 17, 2013.

What is the age rating for Endowment Wealth Management?

Endowment Wealth Management has an age rating of 4+, making it suitable for a wide range of users. This rating is based on general content appropriateness.

Does Endowment Wealth Management have ads?

No, Endowment Wealth Management does not contain advertisements. The app is free to use and does not display any promotional content.

What information can I access through Endowment Wealth Management?

Through the app, clients can access their personal web portal, learn about the firm's Endowment Investment Philosophy, understand Account Aggregation technology, and utilize the Online Secure Vault.