Easy access to see my investments and secure documents
My advisor is great. Now his app is even better. Thank you
TWP Mobile
Published by: TotalWealth Planning
Description
View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.
Hide
Show More...
Screenshots
TWP Mobile FAQ
-
Is TWP Mobile free?
Yes, TWP Mobile is completely free and it doesn't have any in-app purchases or subscriptions.
-
Is TWP Mobile legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
Thanks for the vote -
How much does TWP Mobile cost?
TWP Mobile is free.
-
What is TWP Mobile revenue?
To get estimated revenue of TWP Mobile app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
5 out of 5
2 ratings in United States
5 star
2
4 star
0
3 star
0
2 star
0
1 star
0
Ratings History
TWP Mobile Reviews
Store Rankings
Ranking History
App Ranking History not available yet
Category Rankings
App is not ranked yet
TWP Mobile Competitors
| Name | Downloads (30d) | Monthly Revenue | Reviews | Ratings | Recent release | |
|---|---|---|---|---|---|---|
My CFI Mobile
N/A
|
Unlock
|
Unlock
|
0
|
|
3 months ago | |
N/A
N/A
|
Unlock
|
Unlock
|
0
|
|
3 months ago | |
Auour
|
Unlock
|
Unlock
|
0
|
|
3 years ago | |
Investor Solutions Mobile
|
Unlock
|
Unlock
|
0
|
|
4 years ago | |
WealthMark Mobile
|
Unlock
|
Unlock
|
1
|
|
3 months ago | |
Benchmark Ltd
|
Unlock
|
Unlock
|
0
|
|
1 year ago | |
CH Portal
|
Unlock
|
Unlock
|
0
|
|
3 months ago | |
Goldstein Advisors
|
Unlock
|
Unlock
|
0
|
|
2 months ago | |
Split Creek Cap
|
Unlock
|
Unlock
|
0
|
|
3 months ago | |
Whelan Financial
|
Unlock
|
Unlock
|
0
|
|
3 months ago |
TWP Mobile Installs
Last 30 days
TWP Mobile Revenue
Last 30 daysTWP Mobile Revenue and Downloads
Gain valuable insights into TWP Mobile performance with our analytics.
Sign up now to access downloads, revenue, and more.
Sign up now to access downloads, revenue, and more.
App Info
- Category
- Finance
- Publisher
- TotalWealth Planning
- Languages
- English
- Recent release
- 5.14.0 (3 months ago )
- Released on
- Dec 17, 2015 (8 years ago )
- Also available in
- United States, United Kingdom, Thailand, Singapore, Saudi Arabia, Russia, Romania, Philippines, Peru, Netherlands, Malaysia, Mexico, South Korea, Japan, Italy, Argentina, France, Spain, Ecuador, Dominican Republic, Germany, Colombia, China, Chile, Switzerland, Brazil, Belgium, Australia, Austria
- Last Updated
- 1 week ago
This page includes copyrighted content from third parties, shared solely for commentary and research in accordance with fair use under applicable copyright laws. All trademarks, including product, service, and company names or logos, remain the property of their respective owners. Their use here falls under nominative fair use as outlined by trademark laws and does not suggest any affiliation with or endorsement by the trademark holders.