About
Access your financial accounts, view balances, track performance, and review statements and reports. This app provides a convenient way for clients to stay informed about their investments.
What's New in Sherman Wealth
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
MoreFAQ
What can I do with Sherman Wealth?
Sherman Wealth allows clients to view account balances, track investment performance, and access financial statements and reports directly from their mobile devices.
Is Sherman Wealth free to use?
Yes, Sherman Wealth is available for free download and use. There are no associated costs for accessing its features.
What devices does Sherman Wealth support?
Sherman Wealth is compatible with iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem.
How secure is Sherman Wealth?
While specific security measures are not detailed, financial management apps typically employ robust security protocols to protect user data. Sherman Wealth is designed for clients of Sherman Wealth Management, implying a focus on data protection.
How often is Sherman Wealth updated?
The app was last updated on May 29, 2025, indicating regular maintenance and potential feature additions. The latest version is 5.19.0.
What is the age rating for Sherman Wealth?
Sherman Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests content is generally appropriate for all ages.
Does Sherman Wealth have ads?
No, Sherman Wealth does not contain advertisements. As a free application, it focuses on providing a clean user experience without promotional content.
What kind of financial institutions does Sherman Wealth support?
Sherman Wealth is specifically designed for clients of Sherman Wealth Management. It provides access to their accounts managed by this firm.
