GBM Wealth

GBM Wealth Management, Inc. Finance iPhoneiPadiPod touch

GBM Wealth is a free Finance app for iPhone and iPad by GBM Wealth Management, Inc. Requires iOS 13.4. Updated September 10, 2024.

Price: Free; on the App Store
Size: 37 MB; Age 4+
Updated: Sep 10; 2024 · v5.14.0

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About GBM Wealth

For GBM Wealth Management clients, an efficient and detailed tool to access and manage investment accounts. This mobile application allows clients to securely view their total wealth, making it easy to consolidate in a snapshot all the total portfolio on an aggregated basis or by individual account.

What’s new

Version 5.14.0 · Updated September 10, 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, GBM 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

App details

GBM Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by GBM Wealth Management, Inc. It requires iOS 13.4 or later and is 37 MB to download. It was first released on April 28, 2022 and last updated on September 10, 2024.

Category: Finance
Price: Free
Version: 5.14.0
Size: 37 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: April 28, 2022
Last updated: September 10, 2024
Developer: GBM Wealth Management, Inc.

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