Wealth Advocates app for iPhone and iPad

4.0 ( 4320 ratings )

Finance
Developer: Wealth Advocates LLC

Free

Current version: 1.80, last update: 5 months ago
First release : 31 Jul 2022
App size: 118.58 Mb

The Wealth Advocates financial management platform allows clients of Wealth Advocates to easily access information regarding their investment and retirement accounts and to access some additional client services.

Requirements: You need to be a Wealth Advocates client that has been authorized for the phone application. If you would like to request access, please contact your advisor or our client services.