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About Wiser Wealth

This Mobile App allows you to view account information, balances, performance, quarterly statements and easily contact 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, Wiser Wealth Management, 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 Wiser Wealth

Looking for apps like Wiser Wealth? Here are 6 similar apps on the App Store. The highest rated is Military Millionaire (5.0/5), and all 6 are free to download.

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