About
Access a comprehensive overview of your wealth management accounts, including balances and performance reports. Communicate directly with your advisor and monitor your financial relationship with real-time data, charts, and graphs.
What's New in Tripletail WM
5.14.0
September 10, 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
MoreFAQ
What can I do with Tripletail WM?
Tripletail WM provides a full-picture view of your account balances and performance reports. You can also message your advisor and monitor your relationship with real-time data, charts, and graphs.
Is Tripletail WM secure?
While specific security measures are not detailed, financial applications typically employ industry-standard encryption and security protocols to protect client data. Users should always ensure they are using a secure network.
What devices support Tripletail WM?
Tripletail WM is available on iPhone, iPad, and iPod devices.
How often is Tripletail WM updated?
The latest version, 5.14.0, was released on September 10, 2024. Updates are generally released to improve functionality and security.
What is the age rating for Tripletail WM?
Tripletail WM has an age rating of 4+, making it suitable for a wide range of users.
Can I connect multiple financial institutions to Tripletail WM?
The description focuses on Tripletail Wealth Management clients, suggesting it is designed for accounts managed by this specific firm rather than aggregating multiple institutions.
Does Tripletail WM have ads?
No, Tripletail WM does not contain advertisements.
What is the user sentiment for Tripletail WM?
The app has a perfect rating of 5.0 stars from 1 rating, indicating a highly positive initial user experience.
