# Tripletail WM

> Wealth management client portal for account overview and advisor communication. (iPhone/iPad app by Tripletail Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/tripletail-wm/id6446119763 (this page in markdown: same URL + `.md`)
- Developer: [Tripletail Wealth Management, LLC](https://appshunter.io/developer/1676080971)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-03-08
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tripletail-wm/id6446119763/reviews.md

## What is Tripletail WM?

The application for Tripletail Wealth Management clients serves as a full-picture view to your account balances and performance reports. You'll also have the ability to message your advisor through the app. With real-time data, easy-to-read charts and graphs clients are able to keep tabs on their relationship anytime.

## Key features

- Account balances overview
- Performance reports
- Advisor messaging
- Real-time data
- Charts and graphs


## Frequently asked questions about Tripletail WM

### 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.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.5.0 — 2023-08-01

Bug fixes and performance enhancements.

### 5.4.1 — 2023-03-08

No release notes.

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| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Destination WM](https://appshunter.io/ios/app/destination-wm/id1099239829) | — | Free | Finance |
| [Culbreth WM](https://appshunter.io/ios/app/culbreth-wm/id6452014857) | 5.0 (1) | Free | Finance |
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| [Complete ID: Secure VPN](https://appshunter.io/ios/app/complete-id-secure-vpn/id1606414032) | 1.7 (22) | Free | Finance |
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*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 2026-06-01.*