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Screenshots

  • Prevail IWA screenshot 1
  • Prevail IWA screenshot 2
  • Prevail IWA screenshot 3
  • Prevail IWA screenshot 4

About Prevail IWA

This mobile app allows clients of Prevail Innovative Wealth Advisors, to view account information, balances, and easily connect with your Investment Adviser Representative.

What’s new

Version 5.22.1 · Updated February 6, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Prevail Innovative Wealth Advisors, 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

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 Prevail IWA

Looking for apps like Prevail IWA? Here are 6 similar apps on the App Store. The highest rated is The Retirement Planning Group (5.0/5), and all 6 are free to download.

Prevail IWA vs. alternatives
App Rating Price Last updated
Prevail IWA – Free February 6, 2026
Prevail Business App – Free Jul 22, 2026
ZMG – Free Apr 6, 2026
CBMW 4.8 / 5 (110) Free Jan 24, 2026
The Retirement Planning Group 5.0 / 5 (5) Free Sep 15, 2026
CFMGo Insurance – Free Jun 10, 2025
Nashville Post Office CU – Free Sep 14, 2026