Financial Gravity

Financial Gravity

by Circleblack Inc.

1 ratings

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.
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Details

  • Released
  • Updated
  • February 2, 2022
  • November 22, 2023

Features

Financial Gravity screenshot #1 for iPhone
Financial Gravity screenshot #2 for iPhone
Financial Gravity screenshot #3 for iPhone
Financial Gravity screenshot #4 for iPhone
Financial Gravity screenshot #5 for iPhone
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About

This app democratizes the family office model, offering coordinated wealth and risk management benefits to more American families. It partners with tax professionals to deliver transparent, tax-efficient investment portfolios.

Democratized family office model
Coordinated wealth management
Risk management
Bespoke portfolios
Tax-efficient investments
Transparent portfolios
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What's New in Financial Gravity

23.3.0

November 22, 2023

Push Notifications: - When the Financial Gravity platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app. - Clicking the notification will take the client into the Financial Gravity mobile app. - Push notifications can be toggled on and off in the app’s settings.

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FAQ

What is Financial Gravity?

Financial Gravity aims to make the benefits of a family office model accessible to more American families. It provides coordinated wealth and risk management through partnerships with tax professionals.

What kind of investment portfolios does Financial Gravity offer?

Financial Gravity partners with tax professionals to deliver bespoke, tax-efficient, and transparent investment portfolios designed to benefit a wider range of families.

Is Financial Gravity available on multiple devices?

Yes, Financial Gravity is available on iPhone, iPad, and iPod, making it accessible across various Apple devices.

When was Financial Gravity last updated?

The latest version of Financial Gravity was released on November 22, 2023, indicating regular updates to the application.

What is the age rating for Financial Gravity?

Financial Gravity has an age rating of 4+, making it suitable for a broad audience.

Does Financial Gravity offer tax or legal advice?

No, Financial Gravity itself does not provide tax or legal advice. It partners with tax professionals who offer these services.

How does Financial Gravity compare to traditional wealth management services?

Financial Gravity democratizes the family office model, extending benefits like coordinated wealth and risk management to families who might not typically access such services.

What is the user rating for Financial Gravity?

Financial Gravity has a perfect rating of 5.0 stars based on one review, suggesting a highly positive initial user experience.