Nicholson WMG

Nicholson Wealth Management Group, LLC Finance iPhoneiPadiPod touch

Nicholson WMG is a free Finance app for iPhone and iPad by Nicholson Wealth Management Group, LLC. Rated 5.0/5 from 2 ratings. Requires iOS 13.4.

Rating: 5.0; 2 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 11; 2024 · v5.14.0

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About Nicholson WMG

We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. We leverage technical analysis to identify and help protect our clients against undue risk. This Mobile App allows you secure access to view your account, investment plan and important documents.

What’s new

Version 5.14.0 · Updated September 11, 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, Nicholson Wealth Management Group, 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

Nicholson WMG is a free Finance app for iPhone, iPad and iPod touch, developed by Nicholson Wealth Management Group, LLC. It is rated 5.0 out of 5 from 2 ratings on the App Store, requires iOS 13.4 or later and is 38 MB to download. It was first released on December 7, 2023 and last updated on September 11, 2024.

Category: Finance
Rating: 5.0 / 5 (2 ratings)
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: December 7, 2023
Last updated: September 11, 2024
Developer: Nicholson Wealth Management Group, LLC

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