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: 6 months ago
First 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.

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!