5+
Downloads
Content rating
Everyone
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About this app

Convenient, secure access to view your accounts
- Track your net worth including your managed investment portfolios
- View each of your accounts individually to further analyze performance, allocations and more
- Streamline communication with your financial advisor using two-way document sharing via the secure vault
- Receive notifications when your advisor has posted a document to your vault
Updated on
Nov 26, 2024

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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Device or other IDs
Data isn’t encrypted
Data can’t be deleted

What’s new

Convenient, secure access to view your accounts
- Track your net worth including your managed investment portfolios
- View each of your accounts individually to further analyze performance, allocations and more
- Streamline communication with your financial advisor using two-way document sharing via the secure vault
- Receive notifications when your advisor has posted a document to your vault

App support

Phone number
+19729544100
About the developer
WAVE WEALTH MANAGEMENT LLC
kristin@wavewm.com
7000 Parkwood Blvd Ste G300 Frisco, TX 75034 United States
+1 972-954-4103