Hantz Group

Hantz Group

About this app

The Hantz Group Family Office app allows you to easily stay up to date with your current finances.

Ratings and reviews

The latest update done in March 2024 was a step backwards. The colors of the "Spending Circle/Pie" changed; the "View All Transactions" was moved to another location requiring the client to scroll down to click the link; the ability to select "All Spending Categories" has been removed completely from the pull down menu (I used that feature many times!); & the Transactions Details info does not display on a single screen in portrait mode, requiring scrolling to the right or landscape mode.

It's a start, but only lasted about 3 uses before I uninstalled it. I needed to type my name and password every time I opened it. Modern banking apps keep your user name and allow biometric passwords (finger print). I was not able to view anything in my vault. Maybe there is something worth looking at within the app, but I couldn't figure it where.

Tax prep addition is great but the investment function now does nothing. The investment display wasn't that great to begin with .. just handed it off to a web site that was only barely useful for phone use. Also it really needs a biometric login option.

What's new

- Investments Improvements
- Life Insurance Improvements
- Estate Planning Improvements
- Mobile Uploads with date