# Wealth I/O > Financial advisor platform for marketing, client engagement, and compliance. (iPhone/iPad app by Purple Rocket Technologies, LLC.) - Source: https://appshunter.io/ios/app/wealth-io/id1618211713 (this page in markdown: same URL + `.md`) - Developer: [Purple Rocket Technologies, LLC](https://appshunter.io/developer/1597194606) - Category: Business - Price: Free - Rating: 5.00/5 from 8 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 12.0 · 98 MB - Languages: English - Released: 2022-04-28 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wealth-io/id1618211713/reviews.md ## What is Wealth I/O? Wealth I/O: Bridging Technology & Trust for Financial Advisors. Step into the new age of financial advising with Wealth I/O. Designed for forward-thinking financial advisors and insurance agents, our platform combines state-of-the-art marketing tools with cutting-edge advice engagement. Features: Dynamic Digital Business Card: Make a memorable digital introduction, complete with your professional details and branding. Smart Advice: Deliver top-tier, data-driven financial insights to your clients, ensuring they're always a step ahead. Transparent Compliance: Easily integrate and showcase your compliance credentials and disclosures, promoting trust and transparency in all your interactions. Strengthen Bonds: Engage clients effectively through interactive chats and video interfaces. Keep the dialogue open, clear, and impactful. Market Like a Pro: Harness our intuitive marketing tools, targeting and engaging your ideal clientele with precision. ## Key features - Dynamic digital business card - Smart advice delivery - Transparent compliance management - Interactive client chat and video - Intuitive marketing tools ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/wealth-io/id1618211713/reviews.md ### 5/5 — Regional Vice President *2022-10-12, version 1.0.8* This product has simplified my business and marketing 10 fold. The developers continue to improve all aspects and really gives my business the look of state of the art technology. I highly recommend this app to any and all advisors!! ### 5/5 — Vice President *2022-06-21, version 1.0.1* Love the simplicity and functionality. It’s my go to when prospecting new clients. ## Frequently asked questions about Wealth I/O ### What is Wealth I/O? Wealth I/O is a platform designed for financial advisors and insurance agents. It provides tools for marketing, client engagement, and compliance management to help professionals build trust and strengthen client relationships. ### Who is Wealth I/O for? This platform is specifically designed for forward-thinking financial advisors and insurance agents who want to leverage technology for better client interactions and business growth. ### What are the key features of Wealth I/O? Key features include a dynamic digital business card, smart advice delivery, transparent compliance management, interactive client chat and video, and intuitive marketing tools. ### Is Wealth I/O free to use? Yes, Wealth I/O is available for free. There are no associated costs to download or use the platform. ### What devices does Wealth I/O support? Wealth I/O is available on iPhone, iPad, and iPod devices, making it accessible across Apple's mobile ecosystem. ### How often is Wealth I/O updated? The app was last updated on September 10, 2023, with version 1.1.0. This indicates regular maintenance and potential feature additions. ### What is the age rating for Wealth I/O? Wealth I/O has an age rating of 4+, meaning it is suitable for users of all ages. ### Does Wealth I/O have ads? No, Wealth I/O does not contain advertisements. Users can expect an ad-free experience. ## Version history (last 5 releases) ### 1.1.0 — 2023-09-10 Updated UI: We've given our app a fresh new look with a redesigned user interface that enhances the overall user experience. Bug Fixes: We've squashed a few pesky bugs to ensure a smoother and more reliable app performance. We hope you enjoy this update! If you have any feedback or encounter any issues, please don't hesitate to reach out to our support team." ### 1.0.14 — 2023-01-24 Bug Fixes ### 1.0.13 — 2023-01-13 - New tools in video messages. - Community Feature in More Tab. - Improved UI/UX for better user experience. - Bug Fixes and Performance Optimization. ### 1.0.12 — 2022-12-14 Bug Fixes ### 1.0.11 — 2022-12-06 New Branding ## Apps similar to Wealth I/O | App | Rating | Price | Category | | --- | --- | --- | --- | | [TracmorApp](https://appshunter.io/ios/app/tracmorapp/id1539122822) | — | Free | Business | | [Life Beyond The Sleeve](https://appshunter.io/ios/app/life-beyond-the-sleeve/id1531516355) | 5.0 (12) | Free | Business | | [FunnelFLARE](https://appshunter.io/ios/app/funnelflare/id1517405159) | 1.0 (1) | Free | Business | | [Senior Runs](https://appshunter.io/ios/app/senior-runs/id1596849045) | 5.0 (1) | Free | Business | | [ProfilePac - User Portal](https://appshunter.io/ios/app/profilepac-user-portal/id1622778090) | 5.0 (1) | Free | Business | | [JLT](https://appshunter.io/ios/app/jlt/id1591608239) | 5.0 (8) | Free | Business | ## More apps by Purple Rocket Technologies, LLC - [My Financial Pro](https://appshunter.io/ios/app/my-financial-pro/id1597194454) All apps by Purple Rocket Technologies, LLC: https://appshunter.io/developer/1597194606 --- *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 2026-06-10.*