Archived App (Last seen on 23 Jun 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.
About
This Mobile App allows Wealth Analytics' Clients access the following account information:
-- PORTFOLIO VALUES
-- HOLDINGS SUMMARY
-- PERFORMANCE REPORTING
-- TAX REPORTING
-- ADVISOR CONTACT INFORMATION
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What's New in Wealth Analytics Account Info
4.4.0
August 19, 2021
Bug fixes and performance updates
