# Wealth Enhancement — Wealth Enhancement

> Team-based wealth management app for advisor communication and financial planning. (iPhone/iPad app by Fynancial, LLC.)

- Source: https://appshunter.io/ios/app/wealth-enhancement/id6792734275 (this page in markdown: same URL + `.md`)
- Developer: [Fynancial, LLC](https://appshunter.io/developer/1558629654)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 15.1 · 49 MB
- Languages: American English
- Released: 2026-08-05
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-enhancement/id6792734275/reviews.md

## What is Wealth Enhancement?

Welcome to team-based wealth management, where your dedicated advisor is backed by specialists in tax, estate planning, retirement, and beyond.

Use the Wealth Enhancement app to communicate with your advisor team and review key information at a glance.

KEY FEATURES:

Advisor Communication: Message one-on-one with your advisor team, and attend scheduled calls via the app.

Receive alerts for upcoming review meetings, outstanding tasks, and other scheduled events.

Meeting Scheduler: Set time to meet with your advisor in person.

Secure Upload: Share key documents confidentially and easily with your advisor team.

Resource Library: Review our latest educational materials, including market commentary, financial planning articles, webinars, and case studies on how we support our clients.

Speak Up: Give us feedback. Invite your family and friends to meet with the professionals you trust.

## Key features

- Advisor Communication
- Meeting Scheduler
- Secure Document Upload
- Resource Library
- Family & Friend Invites

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/wealth-enhancement/id6792734275/reviews.md

### 5/5 — Big fan of this new app!

*2026-08-07*

Having everything visible in one place is a game changer!

The app is clean, easy to navigate, and feels more like a modern banking meets social media style app than a typical financial portal. I just love that I don’t have to remember where everything is anymore. Everything is literally all right here.

## Frequently asked questions about Wealth Enhancement

### How can I communicate with my advisor team using Wealth Enhancement?

Wealth Enhancement allows one-on-one messaging with your advisor team directly within the app. You can also attend scheduled calls and receive alerts for important events and tasks.

### Can I schedule meetings with my advisor through Wealth Enhancement?

Yes, the app features a Meeting Scheduler that allows you to set times to meet with your advisor in person or virtually.

### Is Wealth Enhancement secure for sharing financial documents?

Yes, Wealth Enhancement offers a Secure Upload feature for confidential and easy sharing of key documents with your advisor team.

### What kind of educational materials are available in Wealth Enhancement?

The Resource Library provides access to the latest educational materials, including market commentary, financial planning articles, webinars, and case studies.

### Can I invite friends or family to join Wealth Enhancement?

Yes, Wealth Enhancement allows you to invite your family and friends to meet with the professionals you trust, facilitating broader financial discussions.

### What devices does Wealth Enhancement support?

Wealth Enhancement is available on iPhone, iPad, and iPod devices.

### What is the age rating for Wealth Enhancement?

Wealth Enhancement has an age rating of 17+, indicating it is intended for mature audiences.

### How often is Wealth Enhancement updated?

Wealth Enhancement was last updated on August 5, 2026, with version 1.0.0. Future updates will be released by the developer, Fynancial, LLC.

## Version history (last 2 releases)

### 1.0.1 — 2026-08-10

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

### 1.0.0 — 2026-08-05

No release notes.

## More apps by Fynancial, LLC

- [Financial Fitness App](https://appshunter.io/ios/app/financial-fitness-app/id1541314661)
- [Fynancial](https://appshunter.io/ios/app/fynancial/id1658467842)
- [Crescent Harbor Private Wealth](https://appshunter.io/ios/app/crescent-harbor-private-wealth/id6738427356)
- [Questar Capital Partners](https://appshunter.io/ios/app/questar-capital-partners/id6739419056)
- [Cedar Gap Wealth Management](https://appshunter.io/ios/app/cedar-gap-wealth-management/id6740810123)
- [Financial Fitness Mobile App](https://appshunter.io/ios/app/financial-fitness-mobile-app/id6755171845)

All apps by Fynancial, LLC: https://appshunter.io/developer/1558629654

## Related topics

[provenance wealth advisors](https://appshunter.io/ios/topics/provenance-wealth-advisors)

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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 2026-08-18.*