Wela Financial Advisory
Brent Forrest & Associates Finance iPhoneiPadiPod touchApple Watch
Wela Financial Advisory is a free Finance app for iPhone and iPad by Brent Forrest & Associates. Rated 5.0/5 from 2 ratings. Requires iOS 10.0.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 66 MB
- Age 17+
- Updated
- Jan 17
- 2024 · v2.0.1176988
Screenshots
About Wela Financial Advisory
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your financial advisor. • And more!
What’s new
Version 2.0.1176988 · Updated January 17, 2024
Updated features and removed bugs.
App privacy
The developer, Brent Forrest & Associates, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Wela Financial Advisory
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Wela Financial Advisory | 5.0 / 5 (2 ratings) | Free | January 17, 2024 | |
| Robinson Smith Wealth Advisors | – | Free | Mar 14, 2024 | Compare |
| Evergreen GaveKal | – | Free | Dec 28, 2023 | Compare |
| Motive Wealth | 5.0 / 5 (2) | Free | Jan 30, 2026 | Compare |
| Solid Point Wealth Advisors | 5.0 / 5 (1) | Free | Jan 24, 2024 | Compare |
| Atwood & Palmer | – | Free | Jun 20, 2024 | Compare |
| Empirical Wealth Management | 4.0 / 5 (4) | Free | Mar 27, 2026 | Compare |