# Round Table Wealth Management > Financial dashboard, document vault, reports, and budgeting tools in a secure app. (iPhone/iPad app by Round Table Wealth Management.) - Source: https://appshunter.io/ios/app/round-table-wealth-management/id1459933982 (this page in markdown: same URL + `.md`) - Developer: [Round Table Wealth Management](https://appshunter.io/developer/1459933981) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 17+ - Requires: iOS 10.0 · 65 MB - Released: 2019-05-08 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/round-table-wealth-management/id1459933982/reviews.md ## What is Round Table Wealth Management? This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more! ## Key features - Interactive financial dashboard - Dynamic investment reports - Secure document vault - Budgeting tools - Complete financial picture ## Frequently asked questions about Round Table Wealth Management ### 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. ## Version history (last 5 releases) ### 2.0.1200706 — 2024-03-13 Updated features and removed bugs ### 2.0.1190325 — 2024-03-05 Updated features and removed bugs ### 2.0.1049824 — 2023-01-12 Compatibility updates ### 2.0.656260 — 2020-09-23 Bug fixes and performance improvements. ### 2.0.421478 — 2019-05-07 No release notes. ## Apps similar to Round Table Wealth Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [KRAKONS Wallet](https://appshunter.io/ios/app/krakons-wallet/id1524413440) | — | Free | Finance | | [Bancovinet](https://appshunter.io/ios/app/bancovinet/id1524741720) | 5.0 (1) | Free | Finance | | [HOP Remit - Send Money Abroad](https://appshunter.io/ios/app/hop-remit-send-money-abroad/id1526102800) | 4.0 (4) | Free | Finance | | [FORUS Wallet](https://appshunter.io/ios/app/forus-wallet/id1528295780) | — | Free | Finance | | [Continental Bank](https://appshunter.io/ios/app/continental-bank/id1527526340) | 4.2 (5) | Free | Finance | | [Metro Bank Authenticator](https://appshunter.io/ios/app/metro-bank-authenticator/id1524446800) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*