WealthBar iPhone and Android Apps
With the new WealthBar app you can monitor your investment’s performance, review recent transactions and even check on the performance of the individual ETFs in your portfolio. You can also talk to your advisor and ask questions using the built-in two-way chat, just as you do through our website. These apps are just one more way we’re making it easier and more convenient to manage your investments and personal finances. Gone are the days of receiving some ugly, confusing monthly statement in the mail from your mutual fund company. Instead, you get beautiful, transparent and modern investment reporting that’s up to date and always with you!
Of course, we’re very proud of our new apps but we’re not done yet. We’ll be continuing to add to what our mobile apps can do for you including integrating our state-of-the-art financial planning tools very soon. In the meantime, you can always create and manage your financial plans from your phone or tablet using our mobile optimized website.