Manage your finances with a comprehensive wealth management tool. Track investments, view your complete financial picture, and connect with your financial advisor. Access curated financial insights and manage key actions digitally.
3.0.1
April 30, 2026
What’s New in Version 3.1 • Enhanced Plan screen with an improved interface for a clearer view of your finances • New KYC flow for identity verification directly within the app • Secure document vault to upload and manage your financial documents • Digital document signing with DocuSign for a faster, more seamless experience
MoreSkyboundWM is a free wealth management app designed to help users track investments, plan their financial future, and stay connected with their financial advisor. It offers a secure and intuitive platform for managing your complete financial life.
Yes, SkyboundWM is built with security in mind, offering a secure platform for managing your financial information. Any updates made within the app sync instantly with your adviser through secure two-way integration.
You can view your portfolio with clear performance insights and interactive charts. The app also displays your full financial picture, including income, expenses, assets, liabilities, net worth, and monthly surplus.
SkyboundWM allows you to view your advisor's profile, contact them directly, and book meetings within the app. This ensures you always know who is guiding your plan and can easily communicate with them.
Yes, the 'Explore' screen in SkyboundWM is a curated hub for financial insights, planning ideas, solutions, and upcoming events. Content is refreshed regularly to spark meaningful conversations.
Yes, you can easily update payments, request valuations, and complete or renew your Risk Profile digitally through the app. These updates sync instantly with your adviser.
SkyboundWM is available on iPhone and iPod devices. It is designed to provide a seamless experience across these platforms.
The latest version of SkyboundWM is 3.0.0, released on March 15, 2024, with the last update on January 6, 2026. This indicates a commitment to regular updates and improvements.
