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wealthpilot

wealthpilot

Your personal wealthpilot

9 ratings
3 reviews
💰 Finance

Archived App

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
  • August 18, 2022
  • December 24, 2022

Developer

wealthpilot GmbH
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wealthpilot screenshot #1 for iPhone
wealthpilot screenshot #2 for iPhone
wealthpilot screenshot #3 for iPhone
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🔄6+ apps
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❓8 answered
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📦w/o updates
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About

This app helps you plan for financial freedom and retirement. It offers real-time calculations based on your data and provides tips to reach your goals faster. You can also schedule appointments with a financial advisor directly through the app.

✓Financial goal planning
✓Real-time retirement calculations
✓Personalized financial tips
✓Schedule advisor appointments
✓Track financial progress
Show original description

What's New in wealthpilot

1.5.4

December 24, 2022

* Easy Access option on setting page * Updated Security & Disclosure information * Additional field on "Contact Advisor" Page to share free text with advisor * Bug fixes

More

User reviews

Most RecentHighest RatedLowest Rated

Incredible

I’m not great with growing my retirement savings and this app helps me stay focused on my personal financial goals. Thanks as well to my advisors for explaining things to me in plain English so I can keep track of which investments are working and which aren’t.
wazzupriderswazzupriders

Helpful understanding my retirement

Simplicity in understanding my retirement date, and the importance of speaking with a financial advisor to create a financial plan and investing my funds to have an earlier target retirement date.
rramicorramico

User-friendly all the way

I was pleased with the app because it was very easy to navigate. I learned very quickly what I need to do to retire when I would like to.
CootsCLCootsCL

Developer apps

wealthpilot
wealthpilot

by wealthpilot GmbH

💰 Finance

(1)

Free
See developer apps

FAQ

How do I get started with wealthpilot?

You need an invitation code from a financial advisor to begin using wealthpilot. Once you have the code, you can start your journey to financial freedom and retirement planning.

What kind of financial advice does wealthpilot offer?

wealthpilot provides tips to help you reach your retirement goals earlier and offers real-time retirement calculations based on your shared data. It guides you on when and how to discuss your finances with a financial advisor.

Can I schedule appointments with a financial advisor through wealthpilot?

Yes, wealthpilot offers VIP access to schedule appointments with a financial advisor directly within the app to further discuss your financial goals.

What devices does wealthpilot support?

wealthpilot is available on iPhone and iPod devices. It is designed to help users manage their finances on the go.

How often is wealthpilot updated?

The latest version of wealthpilot is 1.5.4, which was last updated on December 24, 2022. This indicates regular updates to improve the app's functionality and features.

What is the age rating for wealthpilot?

wealthpilot has an age rating of 4+. This means it is suitable for users of all ages, with no specific content restrictions.

Is wealthpilot secure for my financial data?

While the description does not explicitly detail security measures, the app's focus on financial planning and advisor interaction implies a commitment to data protection. Users should always exercise caution when sharing sensitive financial information.

Does wealthpilot require an ongoing subscription?

wealthpilot is available for free. However, an invitation code from a financial advisor is required to access its features and plan your financial future.