About
This app allows users to view their entire financial life in one place. Paid subscribers can access fiduciary advisors for plan analysis, implementation, and monitoring, with flexibility for adjustments.
What's New in WealthBuilder Planning
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
MoreFAQ
What is WealthBuilder Planning?
WealthBuilder Planning is a finance app that allows you to view your financial life. It's the first step in a planning process that can include analysis, implementation, and monitoring with fiduciary advisors for paid subscribers.
Is WealthBuilder Planning free to use?
Yes, WealthBuilder Planning is available for free. You can request free access at www.wealthbuilderplanning.com. Paid subscriptions are required for access to fiduciary advisors.
What devices does WealthBuilder Planning support?
WealthBuilder Planning is available on iPhone, iPad, and iPod. It is designed for iOS devices.
How often is WealthBuilder Planning updated?
The latest version is 5.19.0, and it was last updated on May 29, 2025. This indicates the app is actively maintained and updated regularly.
What is the age rating for WealthBuilder Planning?
WealthBuilder Planning has an age rating of 4+. This means it is suitable for users of all ages.
Does WealthBuilder Planning have ads?
WealthBuilder Planning does not contain advertisements. The app is free to use and does not display any ads to users.
What kind of financial planning does WealthBuilder Planning offer?
WealthBuilder Planning offers comprehensive financial planning services, including analysis, implementation, and monitoring. Paid subscribers can work with fiduciary advisors to adjust their plans as needed.
What are the benefits of a paid subscription to WealthBuilder Planning?
Paid subscribers gain access to fiduciary advisors who assist with analyzing, implementing, and monitoring financial plans. This includes the flexibility to adjust plans based on changing personal circumstances.
