# Wela Financial Advisory

> Secure financial dashboard, document vault, reports, and budgeting tools for personal finance management. (iPhone/iPad app by Brent Forrest & Associates, LLC.)

- Source: https://appshunter.io/ios/app/wela-financial-advisory/id1493565114 (this page in markdown: same URL + `.md`)
- Developer: [Brent Forrest & Associates, LLC](https://appshunter.io/developer/1493565113)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2020-01-15
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wela-financial-advisory/id1493565114/reviews.md

## What is Wela Financial Advisory?

This app 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.
•	Document vault for securely viewing files from your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Complete financial picture visualization


## Frequently asked questions about Wela Financial Advisory

### What is Wela Financial Advisory?

Wela Financial Advisory is a free mobile application designed to provide users with an intuitive financial dashboard, a secure document vault, interactive reports, and budgeting tools to manage their finances.

### Is Wela Financial Advisory secure?

Yes, the app is designed to be secure and easy to use, featuring a document vault for securely viewing files from your financial advisor and a dashboard to visualize your complete financial picture.

### What devices does Wela Financial Advisory support?

Wela Financial Advisory is available for iPhone, iPad, and iPod devices.

### How often is Wela Financial Advisory updated?

The latest version, 2.0.1176988, was released on January 17, 2024, indicating regular updates to the application.

### What is the user rating for Wela Financial Advisory?

Wela Financial Advisory has a high rating of 5.0 stars based on 2 user reviews.

### What age rating does Wela Financial Advisory have?

Wela Financial Advisory has an age rating of 17+, suggesting it is intended for mature users.

### Does Wela Financial Advisory have ads?

No, Wela Financial Advisory does not contain advertisements.

### Can I track my investments with Wela Financial Advisory?

Yes, the app features dynamic reports with current investment information, allowing you to stay updated on your investments.

## Version history (last 5 releases)

### 2.0.1176988 — 2024-01-17

Updated features and removed bugs.

### 2.0.1175687 — 2024-01-13

Update features and removed bugs.

### 2.0.1171134 — 2023-12-28

Updated features and removed bugs.

### 2.0.1062293 — 2023-02-27

Name Update.

### 2.0.1048497 — 2023-01-10

Updated Name and Logos

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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 2026-06-04.*