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Screenshots

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About DentWealth

This mobile app allows you to view your account information, balances, portfolio reports, and household information. You can contact your advisor through the app.

What’s new

Version 5.16.0 · Updated December 14, 2024

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

App privacy

The developer, DentGroup LLC, reported these privacy practices to Apple.

Data Linked to You

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

  • Usage Data: Product Interaction

Used for: Analytics

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:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

Alternatives to DentWealth

Looking for apps like DentWealth? Here are 6 similar apps on the App Store. The highest rated is Debt Tracker IOU: Khatta Flow (5.0/5), and all 6 are free to download.

DentWealth vs. alternatives
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