Archived App
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
Manage your complete wealth plan and connect with your advisory team. This secure app offers an intuitive financial dashboard, a document vault for secure file sharing, and interactive reports to keep you informed about your investments.
What's New in Fidato 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
MoreFAQ
What is Fidato Wealth?
Fidato Wealth is a mobile application designed for comprehensive wealth management. It provides users with an interactive dashboard, dynamic investment reports, and a secure document vault for communication with their financial advisors.
Is Fidato Wealth secure?
Yes, the app is designed with security in mind, offering a secure platform for managing your financial information and sharing documents with your advisory team.
What kind of reports does Fidato Wealth offer?
Fidato Wealth provides dynamic reports that include current investment information, allowing users to stay updated on their portfolio's performance.
Can I share documents with my advisor using Fidato Wealth?
Yes, the app features a document vault specifically for securely sending and receiving files with your financial advisor.
What devices is Fidato Wealth available on?
Fidato Wealth is available on iPhone and iPad devices.
How often is Fidato Wealth updated?
The app was last updated on September 10, 2024, with version 5.14.0, indicating regular maintenance and feature enhancements.
What is the user rating for Fidato Wealth?
Fidato Wealth has a perfect rating of 5.0 stars based on one review, suggesting a highly positive initial user experience.
Does Fidato Wealth have ads?
No, Fidato Wealth does not contain advertisements, providing an uninterrupted user experience.
