Wealth Platform

Wealth Platform is a mobile application designed to help users monitor their investments and manage their finances. It provides 24/7 access to financial information, summaries, documents from advisors, and investment analysis. The app serves as an extension of a user's relationship with their financial advisor.

No common features found

The Wealth Platform app is a tool for monitoring investments and managing finances in conjunction with a financial advisor. It provides access to financial summaries, documents, and investment analysis. It is not a content-driven personal finance education platform, and therefore does not align with any of the 'must-have' features such as a category-based content library, newsletter subscription, or multimedia content support. The app's purpose is transactional and informational for existing clients, not educational for a broad audience.