Swad Wealth

Swad Wealth

by Swad Wealth Management, LLC

0 ratings
Free

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Details

  • Released
  • Updated
  • September 19, 2023
  • September 18, 2024
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About

See your complete financial picture and interact with your financial advisor. 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. /n TOP FEATURES /n -Interactive dashboard showing you your complete financial picture /n -Dynamic reports with current investment information /n -Document vault for securely sending and receiving files with your financial advisor /n -And more!
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What's New in Swad Wealth

5.14.1

September 18, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

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