WealthView

Name: WealthView
Rating: 4.2 (13 reviews)
Author: Tamarac Inc.

13 ratings

Archived App (Last seen on 26 Apr 2026)

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
Version
Compatibility
Age Rating
Monetization
Size
Devices
Data updated
Languages

April 28, 2015
December 13, 2022
2.0.1042310
iOS 10.0+
17+
free
65.27MB
iPhone, iPad, iPod
2 months ago

Developer

Tamarac Inc.

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About

This app offers a comprehensive financial overview with an interactive dashboard and dynamic reports. It includes budgeting tools and a secure document vault, allowing users to manage their finances and connect with their financial advisor.

✓Interactive financial dashboard

✓Dynamic investment reports

✓Budgeting tools

✓Secure document vault

✓Financial advisor interaction

Show original description

What's New in WealthView

2.0.1042310

December 13, 2022

We've made updates to optimize app performance.

User reviews

Most Recent Highest Rated Lowest Rated

Very buggy… like a poorly framed version of the web app

Upon login on iPad, I can’t see anything but a search bar which turns up no data. At least on my Android phone I can find the hamburger menu to get to things. In the iPad, I have no way of calling up the main menu. Just kill the app, try to load again, no success, bang forehead on desk, kill the app, go back to my computer.

Helikyler

3 years ago

User friendly tiles and easy to see info

Pros:

-The app has nice tiles on the dashboard which are easy to view and get the info I need quickly.
-I can link outside accounts to track my total net worth and the data updates daily.
-My financial plan confidence meter links to my dashboard which helps set my mind at ease when markets fall, as they always do at some point.
-I can see valuable documents in my vault which is helpful when I am on the go.
-I can easily see how much I have saved or distributed from my accounts using the cash flows report. It’s nice because it aggregates all of my accounts.

Cons:
-the app screen doesn’t fit my phone perfectly.
-sometimes the linked data doesn’t update

Talking santa1287

7 years ago

Stopped working after February 2018 update

If you have problems with their app, their tech support will not talk to end users. It either works or it doesn’t. They have ignored emails asking for tech support.

This app did not preserve log-in information between updates. The second update in February 2018 broke the app for me.

I am running an iPad 6th generation with the latest iOS 11

ENC iOS Reviews

8 years ago

FAQ

What is WealthView?

WealthView is a finance app that provides an interactive dashboard of your finances, dynamic reports, budgeting tools, and a secure document vault. It also allows you to interact with your financial advisor.

Is WealthView secure?

Yes, WealthView is designed as a secure and easy-to-use mobile app for managing your financial information.

What devices does WealthView support?

WealthView is available on iPhone, iPad, and iPod devices.

How often is WealthView updated?

The latest version of WealthView was released on December 13, 2022, indicating regular updates to maintain functionality and security.

What is the age rating for WealthView?

WealthView has an age rating of 17+, suggesting it is intended for adult users due to its financial management focus.

Does WealthView have ads?

No, WealthView does not contain advertisements.

What are the key features of WealthView?

Key features include an interactive dashboard for a complete financial picture, dynamic reports with current investment information, budgeting tools, and a document vault.

What is the user rating for WealthView?

WealthView has a rating of 4.2 stars based on 13 ratings.