WealthTeamWork 1.0

Name: WealthTeamWork 1.0
Availability: InStock
Author: WealthTeamWork

WealthTeamWork

10+

Downloads

Everyone

About this app

WealthTeamWork allows you to store financial documents for your family and share them with your advisors, accountants, lawyers, and insurance agents. Our platform lets your Wealth Team Work for you!

Updated on

21 Mar 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, Financial info and 5 others

This app may collect these data types

Personal info, Financial info and 3 others

Data is encrypted in transit

You can request that data be deleted

What's new

Lots of new features! See your net worth on the General Tile; Relate records to each other in Linked Record Sets; Deactivate and reactivate records and documents; Tutorial mode for new users; Employer Sponsorship mode; Tons of enhancements and bug fixes

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App support

Website

Support email

contact@wealthteamwork.com

About the developer

PopRose, Inc.

founders@wealthteamwork.com

6932 Solitude Creek Ct Frisco, TX 75036 United States

+1 703-728-3771

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