Chicago Wealth Management, Inc
Chicago Wealth Management, Inc Finance iPhoneiPadiPod touch
Chicago Wealth Management, Inc is a free Finance app for iPhone and iPad by Chicago Wealth Management, Inc. Rated 5.0/5 from 2 ratings. Requires iOS 12.0.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 1 MB
- Age 17+
- Updated
- Nov 25
- 2024 · v3.0
Screenshots
About Chicago Wealth Management, Inc
Top Features - Interactive dashboard showing your complete financial picture - Dynamic reporting of your current investments - Document vault for secure transfer of files with your advisor.
What’s new
Version 3.0 · Updated November 25, 2024
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 privacy
The developer, Chicago Wealth Management, Inc, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Chicago Wealth Management, Inc | 5.0 / 5 (2 ratings) | Free | November 25, 2024 | |
| Chicago Partners | 4.3 / 5 (4) | Free | Apr 15, 2025 | Compare |
| iBB @ Lake Forest Bank & Trust | – | Free | Oct 30, 2026 | Compare |
| Signature Bank Mobile App | 4.9 / 5 (41) | Free | Feb 24, 2025 | Compare |
| HMA Connect | 4.7 / 5 (3) | Free | Sep 10, 2026 | Compare |
| Lunch Money | 4.8 / 5 (62) | Free | Oct 8, 2026 | Compare |
| INT-M: Money Intelligence | 3.1 / 5 (14) | Free | May 15, 2026 | Compare |