Precision Wealth Strategies

Precision Wealth Strategies, LLC Finance iPhoneiPadiPod touch

Precision Wealth Strategies is a free Finance app for iPhone and iPad by Precision Wealth Strategies, LLC. Rated 5.0/5 from 4 ratings. Requires iOS 13.4.

Rating: 5.0; 4 ratings
Price: Free; on the App Store
Size: 41 MB; Age 4+
Updated: Dec 14; 2024 · v5.16.0

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About Precision Wealth Strategies

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

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, Precision Wealth Strategies, 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
Financial Info: Other Financial Info
Contact Info: Email Address
Identifiers: User ID, Device ID
Diagnostics: Crash Data, Performance Data

Used for: Product Personalization, App Functionality, Other Purposes

App details

Precision Wealth Strategies is a free Finance app for iPhone, iPad and iPod touch, developed by Precision Wealth Strategies, LLC. It is rated 5.0 out of 5 from 4 ratings on the App Store, requires iOS 13.4 or later and is 41 MB to download. It was first released on June 14, 2019 and last updated on December 14, 2024.

Category: Finance
Rating: 5.0 / 5 (4 ratings)
Price: Free
Version: 5.16.0
Size: 41 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: June 14, 2019
Last updated: December 14, 2024
Developer: Precision Wealth Strategies, LLC

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