WealthView

WealthView icon

WealthView

Tamarac Inc.

AppRecs review analysis

AppRecs rating 4.2. Trustworthiness 89 out of 100. Review manipulation risk 25 out of 100. Based on a review sample analyzed.

★★★★

4.2

AppRecs Rating

Ratings breakdown

5 star

77%

4 star

0%

3 star

0%

2 star

8%

1 star

15%

What to know

Low review manipulation risk

25% review manipulation risk

Credible reviews

89% trustworthiness score from analyzed reviews

High user satisfaction

77% of sampled ratings are 4+ stars (4.2★ average)

About WealthView

See your complete financial picture and interact with your financial advisor using WealthView. WealthView provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• And more!
WealthView Screenshots
Screenshot 1Screenshot 2Screenshot 3

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Reviews for WealthView

Helikyler

Very buggy… like a poorly framed version of the web app

Upon login on iPad, I can’t see anything but a search bar which turns up no data. At least on my Android phone I can find the hamburger menu to get to things. In the iPad, I have no way of calling up the main menu. Just kill the app, try to load again, no success, bang forehead on desk, kill the app, go back to my computer.

Talking santa1287

User friendly tiles and easy to see info

Pros: -The app has nice tiles on the dashboard which are easy to view and get the info I need quickly. -I can link outside accounts to track my total net worth and the data updates daily. -My financial plan confidence meter links to my dashboard which helps set my mind at ease when markets fall, as they always do at some point. -I can see valuable documents in my vault which is helpful when I am on the go. -I can easily see how much I have saved or distributed from my accounts using the cash flows report. It’s nice because it aggregates all of my accounts. Cons: -the app screen doesn’t fit my phone perfectly. -sometimes the linked data doesn’t update

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