WealthVue
InvestCloud Inc. Finance
An intuitive mobile experience with all features found on their Desktop portal.
- Downloads
- 10+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Nov 3
- 2022 · v6.0
Screenshots
About WealthVue
WealthVue Mobile App provides clients with an intuitive mobile experience with all the features found on their wealth management Desktop portal.
• Interactive dashboard, providing a consolidated portfolio view
• Dynamic view of all accounts and holdings
• Curated External News Content
• Your Advisor Team information
• And more!
• Interactive dashboard, providing a consolidated portfolio view
• Dynamic view of all accounts and holdings
• Curated External News Content
• Your Advisor Team information
• And more!
What’s new
Version 6.0 · Updated November 3, 2022
• Branding updates • Login page updates • Logo update
Alternatives to WealthVue
Looking for apps like WealthVue? Here are 6 similar Android apps on Google Play. All of them are free to download.
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| WealthVue | – | Free | 10+ | Nov 3, 2022 | |
| Jefferies Client Portal | – | Free | 10+ | Mar 16, 2023 | Compare |
| Bennevis Cloud | – | Free | 0+ | Aug 8, 2022 | Compare |
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| SE Trust | – | Free | 1+ | Dec 17, 2020 | Compare |
| NB Private Wealth | – | Free | 1,000+ | Jul 14, 2026 | Compare |
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