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Apple
Ratings
3
Rating
5.0 · 3 ratings
Version
2.0.928232
Last updated 02/03/2022

#429,038 of 719,896 by ratings on Apple · #21,491 of 32,900 in Finance

First seen by this census 09/05/2026 — the store does not publish a creation date

Last updated 02/03/2022

Tracked since 09/05/2026

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Category: Finance

Description

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 sending and receiving files with your financial advisor.
• And more!

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Growth

Change in ratings, scaled to each window from the real gap between crawls. A window needs a full period of history before it reports anything.

Per Growth Growth % Actual change Measured over
day Not enough history yet
week Not enough history yet
month Not enough history yet
year Not enough history yet

History

Tracking since 09/05/2026. History accumulates as changes are observed — check back soon.