WealthVisory
FLWW, LLC Finance iPhoneiPadiPod touch
WealthVisory is a free Finance app for iPhone and iPad by FLWW, LLC. Requires iOS 15.5. Updated September 15, 2026.
- Price
- Free
- on the App Store
- Size
- 141 MB
- Age 4+
- Updated
- Sep 15
- 2026 · v1.98.1
Screenshots
About WealthVisory
Welcome to SmartDashboard – Elevating the SmartMethod for Your Wealth Management! SmartDashboard, the ultimate app from WealthVisory, takes your financial journey to the next level. It seamlessly integrates with our renowned SmartMethod process, enhancing your wealth management experience by enabling key features. Key Features: · Real-Time Financial Insights: Instantly access your account values and track performance. · Secure Document Vault: Safeguard your vital financial documents with ease. · Direct Team Communication: Chat directly with our dedicated WealthVisory team. · Task Management: Receive personalized tasks to achieve your financial goals. With SmartDashboard, you'll experience financial clarity and expert guidance like never before. Download now and take the first step towards achieving your financial dreams, elevated by the power of the SmartMethod.
What’s new
Version 1.98.1 · Updated September 15, 2026
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
App privacy
The developer, FLWW, LLC, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Identifiers: User ID
- Financial Info: Other Financial Info
- Contact Info: Physical Address, Phone Number, Other User Contact Info
Used for: Analytics, App Functionality
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:
- Diagnostics: Crash Data
Used for: App Functionality
Alternatives to WealthVisory
Looking for apps like WealthVisory? Here are 6 similar apps on the App Store. The highest rated is Wilkinson Global (5.0/5), and all 6 are free to download.
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XXI Wealth Client Portal
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Wilkinson Global
5.0
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Wheeler Wealth
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Eagle Wealth Management Group
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BRIDGES TRUST ONLINE
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Prospera Client Portal
2.0
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| WealthVisory | – | Free | September 15, 2026 | |
| XXI Wealth Client Portal | – | Free | Jun 13, 2026 | Compare |
| Wilkinson Global | 5.0 / 5 (3) | Free | Jun 13, 2026 | Compare |
| Wheeler Wealth | 5.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
| Eagle Wealth Management Group | – | Free | Sep 15, 2026 | Compare |
| BRIDGES TRUST ONLINE | 5.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
| Prospera Client Portal | 2.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
Compare WealthVisory with the top alternatives: ratings, updates, ASO score and keyword gaps →