HBKS Wealth

5+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image

About this app

This app 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.
• Document vault for securely viewing files from your wealth advisor.
• And more!
Updated on
3 Sept 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What's new

- Update Android SDK

App support

About the developer
HBKS Wealth Advisors
scross@hbkswealth.com
2725 Colonial Ave Erie, PA 16506 United States
+1 814-836-5776