# WealthView

> Secure financial dashboard, reports, budgeting, and document vault for managing finances. (iPhone/iPad app by Tamarac Inc..)

- Source: https://appshunter.io/ios/app/wealthview/id985727372 (this page in markdown: same URL + `.md`)
- Developer: [Tamarac Inc.](https://appshunter.io/developer/941943207)
- Category: Finance
- Price: Free
- Rating: 4.20/5 from 13 App Store ratings · 3 written reviews indexed
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2015-04-28
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthview/id985727372/reviews.md

## What is WealthView?

See your complete financial picture and interact with your financial advisor using WealthView. WealthView provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Budgeting tools
- Secure document vault
- Financial advisor interaction

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/wealthview/id985727372/reviews.md

### 1/5 — Very buggy… like a poorly framed version of the web app

*2023-09-28*

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.

### 5/5 — User friendly tiles and easy to see info

*2020-01-10*

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

### 1/5 — Stopped working after February 2018 update

*2018-07-12*

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

## Frequently asked questions about WealthView

### 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.

## Version history (last 5 releases)

### 2.0.1042310 — 2022-12-13

We've made updates to optimize app performance.

### 2.0.673795 — 2020-11-18

Bug fixes and performance improvements.
•	Updated screenshots.

### 2.0.2160 — 2018-10-13

Bug fixes and stability improvements.

### 2.0.1 — 2018-02-27

See your complete financial picture and interact with your financial advisor

### 2.0 — 2018-02-08

See your complete financial picture and interact with your financial advisor using WealthView

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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 2026-06-10.*