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  • Navis Wealth Advisors screenshot 1
  • Navis Wealth Advisors screenshot 2
  • Navis Wealth Advisors screenshot 3

About Navis Wealth Advisors

Navis Wealth Advisors Mobile, exclusively for clients of Navis Wealth Advisors allows you to monitor your portfolio from your iPhone or iPad anytime and anywhere.  Please contact your financial advisor for access.

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, Navis Wealth Management, LLC, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

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

  • Identifiers: User ID
  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
  • User Content: Photos or Videos

Used for: Analytics, App Functionality

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:

  • Diagnostics: Crash Data

Used for: App Functionality

Alternatives to Navis Wealth Advisors

Looking for apps like Navis Wealth Advisors? Here are 6 similar apps on the App Store. The highest rated is Absolute Home Mortgage (5.0/5), and all 6 are free to download.

Navis Wealth Advisors vs. alternatives
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Navis Wealth Advisors 5.0 / 5 (1 rating) Free September 15, 2026
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