Aquinas Wealth

Moralis Technologies, LLC DBA Aquinas Wealth Advisors Finance iPhoneiPadiPod touch

Aquinas Wealth is a free Finance app for iPhone and iPad by Moralis Technologies, LLC DBA Aquinas Wealth Advisors. Requires iOS 13.4. Updated May 18, 2024.

Price: Free; on the App Store
Size: 37 MB; Age 4+
Updated: May 18; 2024 · v5.13.1

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About Aquinas Wealth

This Mobile App allows you to view account information, balances, and easily contact your advisor.

What’s new

Version 5.13.1 · Updated May 18, 2024

- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

App privacy

The developer, Moralis Technologies, LLC DBA Aquinas Wealth Advisors, 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

Aquinas Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by Moralis Technologies, LLC DBA Aquinas Wealth Advisors. It requires iOS 13.4 or later and is 37 MB to download. It was first released on August 16, 2023 and last updated on May 18, 2024.

Category: Finance
Price: Free
Version: 5.13.1
Size: 37 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: August 16, 2023
Last updated: May 18, 2024
Developer: Moralis Technologies, LLC DBA Aquinas Wealth Advisors

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