Archived App (Last seen on 1 Mar 2025)
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 offers a comprehensive view of your financial picture, allowing you to track your financial plan, portfolio performance, and transactions from any device. It securely aggregates data from over 20,000 institutions, enabling easy sharing with your financial advisor and team.
What's New in RAI Wealth
1.1
November 9, 2022
Bug fixes and enhancements.
Developer apps
FAQ
How do I get started with RAI Wealth?
Access to RAI Wealth is available by contacting your wealth RAI Wealth Team directly. They will assist with the aggregation setup and onboarding process to get you started.
What financial institutions does RAI Wealth connect to?
RAI Wealth's Intelligent Aggregation links to over 20,000 different institutions, including both US and international financial institutions, to provide a complete view of your assets and liabilities.
Can I share my financial information with others using RAI Wealth?
Yes, RAI Wealth utilizes permissions-based technology that makes it easy to share information with your advisor and service team. You can also share with bankers, accountants, lawyers, and family members.
Is my financial data secure with RAI Wealth?
Yes, the platform is designed with security in mind, providing a secure platform for all your financial data. It also includes a secure, digital vault for storing financial documents.
How often is the data updated in RAI Wealth?
RAI Wealth's dashboard provides data updated daily to help you track trends and manage your cash flow effectively.
What devices can I use RAI Wealth on?
RAI Wealth is available on iPhone, iPad, and iPod devices, allowing you to view your financial picture from anywhere at any time.
Does RAI Wealth have ads?
No, RAI Wealth is ad-free, providing an uninterrupted experience for managing your finances.
What is the update frequency for RAI Wealth?
The latest version of RAI Wealth is 1.1, which was last updated on November 9, 2022. This indicates regular maintenance and updates from the developer.
