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About MJP Wealth

This Mobile App allows you to have a sophisticated financial management portal to compliment and manage your lifecycle objectives. You can monitor your family's aggregate wealth, investment performance, aggregate outside accounts, review account balances and your asset allocation, check-in on your financial plan and archive important documents. Plus stay connected to the MJP Wealth Advisory team to receive ongoing updates, news and announcements.

What’s new

Version 5.19.0 · Updated May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, MJP 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

Alternatives to MJP Wealth

Looking for apps like MJP Wealth? Here are 6 similar apps on the App Store. The highest rated is Wealth Weaver: Budget Tracker (5.0/5), and all 6 are free to download.

MJP Wealth vs. alternatives
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MJP Wealth – Free May 29, 2025
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