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Screenshots

  • SOA Mobile screenshot 1
  • SOA Mobile screenshot 2
  • SOA Mobile screenshot 3

About SOA Mobile

We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity. The app provides a handy dashboard where you can access reports, documents and historical data securely, at any time. If you would like to request access, please contact your SOA Wealth Advisor. To find out more about Seasons of Advice Wealth Management. Visit our website www.soawealth.com

Ratings & reviews

4.3

6 ratings

5 ★ 83% 4 ★ 0% 3 ★ 0% 2 ★ 0% 1 ★ 17%

What’s new

Version 1.96 · Updated June 13, 2026

• Login Security Enhancements • Performance Improvements • Bug Fixes

App privacy

The developer, Seasons of Advice, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID
  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Physical Address, Email Address, Name, Phone Number
  • User Content: Photos or Videos

Used for: Analytics, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data

Used for: App Functionality

Alternatives to SOA Mobile

Looking for apps like SOA Mobile? Here are 6 similar apps on the App Store. The highest rated is Montesa Wealth Management (5.0/5), and all 6 are free to download.

SOA Mobile vs. alternatives
App Rating Price Last updated Compare
SOA Mobile 4.3 / 5 (6 ratings) Free June 13, 2026
Montesa Wealth Management 5.0 / 5 (1) Free Sep 15, 2026 Compare
Echo Wealth Management Mobile – Free Jul 19, 2026 Compare
NorthStar Asset Management – Free Jul 15, 2026 Compare
Paulson Wealth Mobile 5.0 / 5 (2) Free Jul 23, 2025 Compare
Tanglewood Wealth – Free Sep 15, 2026 Compare
Douglass Winthrop Portal 5.0 / 5 (4) Free Jun 13, 2026 Compare

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