Round Table Wealth Management

Round Table Wealth Management

by Round Table Wealth Management

2 ratings

Archived App (Last seen on 10 Jul 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.
Rating summary
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Details

  • Released
  • Updated
  • May 8, 2019
  • March 13, 2024

Features

Round Table Wealth Management screenshot #1 for iPhone
Round Table Wealth Management screenshot #2 for iPhone
Round Table Wealth Management screenshot #3 for iPhone
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About

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a secure, user-friendly mobile interface.

Interactive financial dashboard
Dynamic investment reports
Secure document vault
Budgeting tools
Complete financial picture
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What's New in Round Table Wealth Management

2.0.1200706

March 13, 2024

Updated features and removed bugs

FAQ

What is Round Table Wealth Management?

Round Table Wealth Management is a finance app that offers an intuitive financial dashboard, a secure document vault, interactive reports, and budgeting tools. It aims to provide users with a comprehensive view of their finances in a secure and easy-to-use mobile interface.

Is Round Table Wealth Management free to use?

Yes, Round Table Wealth Management is available for free. The app is listed as free on supported devices, with no mention of in-app purchases or subscription fees.

What devices does Round Table Wealth Management support?

Round Table Wealth Management is supported on iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

How secure is the document vault in Round Table Wealth Management?

The app features a document vault designed for securely sending and receiving files with your financial advisor. While specific security protocols are not detailed, the emphasis is on secure file exchange within the app.

How often is Round Table Wealth Management updated?

The app was last updated on March 13, 2024, indicating regular maintenance and potential feature additions. The latest version is 2.0.1200706.

What is the age rating for Round Table Wealth Management?

Round Table Wealth Management has an age rating of 17+. This suggests content that may not be suitable for younger users, common for financial applications dealing with sensitive information.

What kind of reports does Round Table Wealth Management offer?

The app provides dynamic reports that include current investment information. These reports are designed to give users insight into their investment performance.

Does Round Table Wealth Management have ads?

No, Round Table Wealth Management does not contain advertisements. The app is listed as having no ads, ensuring an uninterrupted user experience.