About
Access your financial account details, check balances, and connect with your advisor. Manage your finances on the go with this intuitive platform.
What's New in Whalen Wealth
5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
MoreFAQ
What can I do with Whalen Wealth?
Whalen Wealth allows you to view your account information and balances. You can also easily contact your advisor directly through the app.
Is Whalen Wealth free to use?
Yes, Whalen Wealth is available for free on the App Store.
What devices does Whalen Wealth support?
Whalen Wealth is compatible with iPhone, iPad, and iPod touch devices.
How secure is Whalen Wealth?
While specific security features are not detailed, financial apps typically employ robust security measures to protect user data. It is rated 4+ for age appropriateness.
How often is Whalen Wealth updated?
The app was last updated on September 10, 2024, with version 5.14.0, indicating regular maintenance and updates.
What is the user rating for Whalen Wealth?
Whalen Wealth has a perfect rating of 5.0 stars based on one review.
Does Whalen Wealth have ads?
No, Whalen Wealth does not contain advertisements.
