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Screenshots

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About Generational PW

This Mobile App allows clients of Generational Private Wealth to view account information, balances, and access documents.

What’s new

Version 5.14.0 · Updated September 17, 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, Las Marias Consulting, 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

Alternatives to Generational PW

Looking for apps like Generational PW? Here are 6 similar apps on the App Store. The highest rated is Wealthrise – AI Budget Tracker (5.0/5), and all 6 are free to download.

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