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Screenshots

  • NavigateWealth screenshot 1
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About NavigateWealth

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 wealth advisor. • And more!

What’s new

Version 2.0.1344950 · Updated March 30, 2026

Nothing

App privacy

The developer, NavigateWealth, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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