👍
Interface is easy to navigate! Modernizing wealth management 👏
Easy to use, clean interface
Intuitive and works like a champ!
Free
About
Access your financial account details, view balances, and connect with your advisor. This app provides a convenient way to manage your wealth on the go.
✓View account information
✓Check balances
✓Contact advisor
✓Secure access
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What's New in ENZI Wealth
5.14.0
September 10, 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
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FAQ
What can I do with ENZI Wealth?
ENZI Wealth allows you to view your account information and balances. You can also easily contact your ENZI Wealth advisor directly through the app.
Is ENZI Wealth secure?
While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. ENZI Wealth is rated 5.0 stars from 4 ratings, suggesting a positive user experience.
What devices does ENZI Wealth support?
ENZI Wealth is available for iPhone, iPad, and iPod devices.
How often is ENZI Wealth updated?
The latest version, 5.14.0, was released on September 10, 2024. This indicates regular updates to the application.
What is the age rating for ENZI Wealth?
ENZI Wealth has an age rating of 4+, making it suitable for a wide range of users.
Does ENZI Wealth have ads?
No, ENZI Wealth does not contain advertisements.
How do I contact my ENZI Wealth advisor through the app?
The app provides an easy way to contact your ENZI Wealth advisor. Specific contact methods within the app are designed for direct communication.
What are the benefits of using ENZI Wealth?
The primary benefit is convenient access to your financial account information and the ability to communicate with your advisor on the go, as reflected in its 5.0-star rating.
