About
This app provides clients with direct access to their financial accounts, allowing them to view balances and easily connect with their dedicated advisor. It facilitates comprehensive financial planning, estate and tax advice, risk management, and investment management.
What's New in Womack Wealth
5.17.0
January 27, 2025
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
MoreFAQ
What is Womack Wealth?
Womack Wealth is a Registered Investment Advisor that offers comprehensive financial planning, estate and tax planning, risk management, and investment management services. The mobile app allows clients to access their account information and connect with their advisor.
Is Womack Wealth free to use?
Yes, the Womack Wealth app is available for free download and use. It is designed to provide clients with convenient access to their financial data and advisor communication.
What devices does Womack Wealth support?
Womack Wealth is available on iPhone, iPad, and iPod devices. It is designed to offer a seamless experience across Apple's mobile ecosystem.
How secure is Womack Wealth?
As a Registered Investment Advisor, Womack Wealth prioritizes the security of client data. The app is designed to provide secure access to account information and facilitate communication with advisors.
When was Womack Wealth last updated?
The latest version of Womack Wealth, 5.17.0, was last updated on January 27, 2025. This indicates regular updates to ensure functionality and security.
What is the user rating for Womack Wealth?
Womack Wealth has a perfect rating of 5.0 stars based on 1 review. This suggests a highly positive initial user experience.
Does Womack Wealth have ads?
No, Womack Wealth does not contain advertisements. The app is focused on providing a clean and uninterrupted experience for its clients.
