Archived App (Last seen on 21 Jul 2026)
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
This app provides a financial dashboard of your investment portfolio, financial plan, document vault, & more
– all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard for your comprehensive wealth plan
• Dynamic reports on your managed investment portfolios
• Document vault for securely viewing and sharing files including financial & estate plans, tax & investment information.
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What's New in Mowery & Schoenfeld Wealth
2.0.1073853
April 11, 2023
