WealthGuide
10+
Downloads
Everyone
info
About this app
The WealthGuide app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.
WealthGuide app Features for Clients:
View WealthGuide newsfeed.
Attend scheduled Zoom calls with your team.
Communicate directly with your team via Direct Messenger.
Gain insights into the market and various financial planning topics curated by WealthGuide.
View WealthGuide Blog Posts, Newsletters and Podcasts with a single click.
Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.
Invite your family and friends to gain knowledge from professionals you trust.
WealthGuide app Features for Clients:
View WealthGuide newsfeed.
Attend scheduled Zoom calls with your team.
Communicate directly with your team via Direct Messenger.
Gain insights into the market and various financial planning topics curated by WealthGuide.
View WealthGuide Blog Posts, Newsletters and Podcasts with a single click.
Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.
Invite your family and friends to gain knowledge from professionals you trust.
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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Photos and videos, and Device or other IDs
Data isn’t encrypted
App support
About the developer
Beaird Harris Wealth Management, Inc.
beairdharris@bh-co.com
5005 Lyndon B Johnson Fwy
Dallas, TX 75244
United States
+1 972-383-0543
