--- title: "WealthView - Reviews, Revenue and Downloads in United States | Apple App Store" description: "See your complete financial picture and interact with your financial advisor using WealthView. WealthView provides an intuitive financial dashboard of your finances, document vault, interactive report" --- # WealthView — United States ![WealthView App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple112/v4/fd/bf/1a/fdbf1a65-84ce-8ab3-bf22-1cbe8f4381f3/AppIcon-0-0-1x_U007emarketing-0-0-0-7-0-0-sRGB-0-0-0-GLES2_U002c0-512MB-85-220-0-0.png/434x0w.png) **Developer:** [Tamarac](https://apptail.io/developer/tamarac-hJfb) **Category:** Finance **Rating:** 4.2/5 (13 ratings) **Price:** Free **Bundle ID:** com.tamarac.AdvisorView **Store:** Apple App Store **Country:** United States **Version:** 2.0.1042310 (released 2022-12-13) **Original Release:** 2015-04-28 **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id985727372) **AppTail Page:** [https://apptail.io/app/wealthview-hRzb/united-states](https://apptail.io/app/wealthview-hRzb/united-states) ## WealthView Description See your complete financial picture and interact with your financial advisor using WealthView. WealthView 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. • And more! ## WealthView Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource124/v4/d0/f9/c6/d0f9c6d9-2ee4-e0e3-9296-95316b533cdb/ff42834e-0ab9-4899-bb11-b3970b364004_6.5_U0027_U0027Phone1iOS-1242x2688.png/1242x2688.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource114/v4/b5/9e/c7/b59ec767-4d52-5659-2bdb-6f1cb06d0d62/12ac0b4e-4fd3-4910-954d-b69790fad7eb_6.5_U0027_U0027Phone2iOS-1242x2688.png/1242x2688.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource114/v4/58/33/40/5833403a-c22a-91fe-a4f3-99bf6707404f/13022420-b549-424e-a660-80789bdbfb2d_6.5_U0027_U0027Phone3iOS-1242x2688.png/1242x2688.png) ## WealthView Rating Breakdown in United States - 5 stars: 10 (77%) - 4 stars: 0 (0%) - 3 stars: 0 (0%) - 2 stars: 1 (8%) - 1 stars: 2 (15%) ## WealthView Reviews in United States ### *---- "Very buggy… like a poorly framed version of the web app" Upon login on iPad, I can’t see anything but a search bar which turns up no data. At least on my Android phone I can find the hamburger menu to get to things. In the iPad, I have no way of calling up the main menu. Just kill the app, try to load again, no success, bang forehead on desk, kill the app, go back to my computer. -- Helikyler, 2023-09-28 ### ***** "User friendly tiles and easy to see info" Pros: -The app has nice tiles on the dashboard which are easy to view and get the info I need quickly. -I can link outside accounts to track my total net worth and the data updates daily. -My financial plan confidence meter links to my dashboard which helps set my mind at ease when markets fall, as they always do at some point. -I can see valuable documents in my vault which is helpful when I am on the go. -I can easily see how much I have saved or distributed from my accounts using the cash flows report. It’s nice because it aggregates all of my accounts. Cons: -the app screen doesn’t fit my phone perfectly. -sometimes the linked data doesn’t update -- Talking santa1287, 2020-01-10 ### *---- "Stopped working after February 2018 update" If you have problems with their app, their tech support will not talk to end users. It either works or it doesn’t. They have ignored emails asking for tech support. This app did not preserve log-in information between updates. The second update in February 2018 broke the app for me. I am running an iPad 6th generation with the latest iOS 11 -- ENC iOS Reviews, 2018-07-12 [View all WealthView reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews) ## WealthView Discovered Keywords - portal view inspections ## Apps Similar to WealthView - [MoneyMobile](https://apptail.io/app/moneymobile-gHc/united-states) - [Black Diamond Wealth Platform](https://apptail.io/app/black-diamond-wealth-platform-Fxjb/united-states) - [CapTrust Financial Advisors](https://apptail.io/app/captrust-financial-advisors-Npzb/united-states) - [FAS Wealthview](https://apptail.io/app/fas-wealthview-NDNj/united-states) - [Envestnet Client View](https://apptail.io/app/envestnet-client-view-gido/united-states) - [Jump AI](https://apptail.io/app/jump-ai-Uhep/united-states) - [TCBT Mobile Banking](https://apptail.io/app/tcbt-mobile-banking-Aonp/united-states) - [First Bankers Trust Co Mobile](https://apptail.io/app/first-bankers-trust-co-mobile-oAjw/united-states) - [Cahill Wealth Management](https://apptail.io/app/cahill-wealth-management-khmx/united-states) - [MAI Capital Management](https://apptail.io/app/mai-capital-management-bVTx/united-states) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. 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