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Wavvest

Wavvest

Simplifying Wealth

5 ratings
1 review
💰 Finance

Archived App (Last seen on 21 Jan 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • September 5, 2024
  • January 11, 2025

Developer

WAVVEST HOLDINGS INC.
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About

Manage your entire financial life from one place, including investments, estate planning, and insurance. Get personalized insights and advice, and stay connected with your financial advisor.

✓All-in-one financial management
✓Investment tracking
✓Estate planning
✓Insurance management
✓Tax preparation
✓Personalized insights
✓Advisor communication
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What's New in Wavvest

2025.01.09

January 11, 2025

• Tax Filing Preview Enhancements: - Added alert message for tax filing preview. - API Enhancements: - Introduced tax year and application name selector for the new API. • Added API client to retrieve auth token from tax backend. • Financial Planning Improvements: - Display slider for Gliding Framework during Major Purchases selection. - Adjusted interface not to show editing options for Gliding frameworks, reflecting hardcoded values based on time horizon. • Environment Configuration Fixes: - Updated production April environment to sandbox to align with backend settings. - Fixed issues related to user email being empty. • Apex Form Fixes: - Added mandatory asterisk to job title in APEX account opening form. - Made SSN field editable to allow users to correct KYC issues without blocking the process. - Removed redundant tax form selection as only one option is applicable, ensuring W9 applicability. • SDK Update: Integrated April SDK and updated related dependency packages.

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User reviews

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Simplifying Personal Finance

Wavvest has been a game-changer for managing my financial planning. The app provides an easy and intuitive way to handle investments, estate planning, financial planning, and insurance all in one place. Setting up my investment portfolios was straightforward, and I love the additional services like estate planning, which are all available digitally.

The process of opening an account and linking my bank account was instant. It took just minutes to get everything set up and start managing my finances.
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Developer apps

Wavvest
Wavvest

Simplifying Wealth

💰 Finance

(3)

Free
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FAQ

What is Wavvest?

Wavvest is a finance app designed to help you manage your investments, estate planning, insurance, and tax preparation all in one place. It also facilitates communication with your financial advisor.

How secure is Wavvest?

While specific security measures are not detailed, the app is developed by WAVVEST HOLDINGS INC. and is available for iPhone and iPad. Users should always follow best practices for account security.

Does Wavvest support multiple financial institutions?

The description focuses on managing investments and financial life within the app's platform. It does not specify direct integration with multiple external financial institutions for account aggregation.

What types of transactions can I manage with Wavvest?

Wavvest allows you to track your portfolio and view investment performance. It also covers estate planning, insurance, and tax preparation services.

How often is Wavvest updated?

The latest version of Wavvest was released on 2025-01-09, indicating regular updates. The app was last updated on 2025-01-11, suggesting a frequent update cycle.

Is Wavvest available on Android devices?

Based on the provided data, Wavvest is currently supported on iPhone and iPad. There is no mention of Android device compatibility.

What is the age rating for Wavvest?

Wavvest has an age rating of 17+, suggesting it is intended for mature users due to its financial management features.

Does Wavvest have ads?

No, Wavvest does not contain advertisements. The app is free to use and does not have in-app purchases.