About
Access your financial account details, including balances, performance metrics, and quarterly statements. Easily connect with your financial advisor through the app.
What's New in Wiser Wealth
5.14.0
September 7, 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 Wiser Wealth?
Wiser Wealth allows you to view your account information, balances, and performance. You can also access quarterly statements and easily contact your advisor directly through the app.
Is Wiser Wealth free to use?
Yes, Wiser Wealth is available for free. It is a free application with no in-app purchases or advertisements.
What devices does Wiser Wealth support?
Wiser Wealth is designed for Apple devices, including iPhone, iPad, and iPod.
How secure is Wiser Wealth?
While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure their device is also secured.
How often is Wiser Wealth updated?
The app was last updated on September 7, 2024, with version 5.14.0. This indicates regular updates to maintain functionality and security.
What is the user rating for Wiser Wealth?
Wiser Wealth has an excellent rating of 5.0 stars, based on one review. This suggests a very positive user experience among its current users.
What is the age rating for Wiser Wealth?
Wiser Wealth has an age rating of 4+, making it suitable for a wide range of users.
