PlanWiser
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About this app
The PlanWiser app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.
PlanWiser app Features for Clients:
View PlanWiser news feed.
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 PlanWiser.
View PlanWiser 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.
PlanWiser app Features for Clients:
View PlanWiser news feed.
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 PlanWiser.
View PlanWiser 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
Data can’t be deleted
Everyone
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About the developer
PLANWISER FINANCIAL, LLC
joel@planwiser.com
840 Constellation Pl
Colorado Springs, CO 80906-5847
United States
+1 719-330-9955
