United Asset
United Asset Strategies, Inc Finance iPhoneiPadiPod touch
United Asset is a free Finance app for iPhone and iPad by United Asset Strategies, Inc. Rated 5.0/5 from 1 ratings. Requires iOS 13.4.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 38 MB
- Age 4+
- Updated
- Sep 7
- 2024 · v5.14.0
Screenshots
About United Asset
This mobile app allows you to view account information, balances, recent transactions and easily contact your advisor, as well as access to all content posted by your advisor.
What’s new
Version 5.14.0 · Updated September 7, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
App privacy
The developer, United Asset Strategies, Inc, 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 United Asset
Looking for apps like United Asset? Here are 6 similar apps on the App Store. The highest rated is Concentrum Wealth (5.0/5), and all 6 are free to download.
-
Concentrum Wealth
5.0
-
Balance: Net Worth Calculator
5.0
-
Allianz Investor Relations
3.0
-
Coinigy
3.9
-
CoAd Benefit Services
3.8
-
United Fidelity Bank/BSC
4.8
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| United Asset | 5.0 / 5 (1 rating) | Free | September 7, 2024 | |
| Concentrum Wealth | 5.0 / 5 (1) | Free | Oct 31, 2026 | Compare |
| Balance: Net Worth Calculator | 5.0 / 5 (1) | Free | May 23, 2025 | Compare |
| Allianz Investor Relations | 3.0 / 5 (2) | Free | Sep 14, 2026 | Compare |
| Coinigy | 3.9 / 5 (66) | Free | Mar 5, 2025 | Compare |
| CoAd Benefit Services | 3.8 / 5 (265) | Free | Oct 22, 2026 | Compare |
| United Fidelity Bank/BSC | 4.8 / 5 (1,244) | Free | Jul 8, 2026 | Compare |
Compare United Asset with the top alternatives: ratings, updates, ASO score and keyword gaps →