Fidelis Wealth

Fidelis Wealth

Fidelis Wealth

2 ratings
Free

Rating summary
2
0
0
0
0

Details

  • Released
  • Updated
  • June 26, 2025
  • July 20, 2026

Features

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About

Stay informed about market trends and financial planning with timely content. Connect with your team through direct messaging and scheduled calls, and access valuable resources with ease.

Market trend content
Financial planning insights
Direct team messaging
Scheduled Zoom calls
Access to resources
Meeting and task alerts
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What's New in Fidelis Wealth

1.7

July 20, 2026

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

Developer apps

FAQ

What is Fidelis Wealth?

Fidelis Wealth is a financial planning and market insights platform designed for clients to stay informed and connected with their advisors. It provides timely content on market trends and financial planning topics.

Is Fidelis Wealth free to use?

Yes, Fidelis Wealth is available for free. The app is offered at no cost to clients, allowing them to access its features and resources.

What devices does Fidelis Wealth support?

Fidelis Wealth is available on iPhone, iPad, and iPod. The app is designed to be accessible across various Apple devices.

How often is Fidelis Wealth updated?

The latest version of Fidelis Wealth is 1.6, last updated on March 13, 2026. Updates typically include new features, bug fixes, and performance enhancements.

What kind of content can I find on Fidelis Wealth?

You can find timely content on market trends and financial planning topics curated by Fidelis Wealth Advisors. The app also features a newsfeed and resources for clients.

Can I communicate with my financial team through Fidelis Wealth?

Yes, Fidelis Wealth offers direct communication with your team via a Direct Messenger feature. You can also attend scheduled Zoom calls with your team.

Does Fidelis Wealth have ads?

No, Fidelis Wealth does not contain advertisements. The app is designed to provide a focused and uninterrupted experience for its users.

What is the age rating for Fidelis Wealth?

Fidelis Wealth has an age rating of 17+. This indicates that the content and features are intended for mature audiences.