About
Manage your financial portfolio with an intuitive dashboard and interactive reports. Securely store and exchange documents with your wealth advisor through a dedicated vault. This finance app offers a comprehensive overview of your investments in a user-friendly mobile interface.
What's New in Hohimer Wealth
5.14.2
October 26, 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 Hohimer Wealth?
Hohimer Wealth is a free finance app that provides an interactive dashboard of your complete portfolio, dynamic investment reports, and a secure document vault for communication with your wealth advisor.
Is Hohimer Wealth secure?
Yes, the app is designed with security in mind, offering a secure and easy-to-use mobile interface for managing your finances and documents.
What devices does Hohimer Wealth support?
Hohimer Wealth is available for iPhone, iPad, and iPod devices.
How often is Hohimer Wealth updated?
The app was last updated on October 26, 2024, with version 5.14.2, indicating regular maintenance and updates.
What is the user rating for Hohimer Wealth?
Hohimer Wealth has an excellent rating of 5.0 stars based on 6 user reviews.
Does Hohimer Wealth have ads?
No, Hohimer Wealth is ad-free, allowing for an uninterrupted user experience.
What age rating is Hohimer Wealth?
Hohimer Wealth has an age rating of 4+, making it suitable for a wide range of users.
Can I send and receive documents with my advisor on Hohimer Wealth?
Yes, the app features a document vault specifically for securely sending and receiving files with your wealth advisor.
