Tripletail WM

Tripletail Wealth Management, LLC Finance iPhoneiPadiPod touch

Tripletail WM is a free Finance app for iPhone and iPad by Tripletail Wealth Management, LLC. Rated 5.0/5 from 1 ratings. Requires iOS 13.4.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 10; 2024 · v5.14.0

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About Tripletail WM

The application for Tripletail Wealth Management clients serves as a full-picture view to your account balances and performance reports. You'll also have the ability to message your advisor through the app. With real-time data, easy-to-read charts and graphs clients are able to keep tabs on their relationship anytime.

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, Tripletail Wealth Management, 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

App details

Tripletail WM is a free Finance app for iPhone, iPad and iPod touch, developed by Tripletail Wealth Management, LLC. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 13.4 or later and is 38 MB to download. It was first released on March 8, 2023 and last updated on September 10, 2024.

Category: Finance
Rating: 5.0 / 5 (1 rating)
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 8, 2023
Last updated: September 10, 2024
Developer: Tripletail Wealth Management, LLC

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Alternatives to Tripletail WM

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

Tripletail WM vs. alternatives
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Tripletail WM	5.0 / 5 (1 rating)	Free	September 10, 2024
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