Swad Wealth app for iPhone and iPad
4.4 (
8864 ratings )
Finance
Business
Developer: Swad Wealth Management, LLC
Free
Current version: 5.5.4, last update: 1 year agoFirst release : 19 Sep 2023
App size: 32.87 Mb
See your complete financial picture and interact with your financial advisor. 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. /n TOP FEATURES /n -Interactive dashboard showing you your complete financial picture /n -Dynamic reports with current investment information /n -Document vault for securely sending and receiving files with your financial advisor /n -And more!