Fidato Wealth
1+
Downloads
Everyone
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About this app
See your complete wealth management plan and interact with your advisory team. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing your entire wealth management plan. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
Updated on
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.
What’s new
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
App support
About the developer
FIDATO WEALTH LLC
brennan@fidatowealth.com
7530 Lucerne Dr Ste 400
Cleveland, OH 44130-6557
United States
+1 440-732-4723