Castlepoint Wealth app for iPhone and iPad

4.0 ( 8560 ratings )

Finance
Developer: Castlepoint Wealth Advisors

Free

Current version: 4.3.0, last update: 3 weeks ago
First release : 10 Sep 2024
App size: 37.17 Mb

Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault–

TOP FEATURES

• Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement.

• Dynamic reports with current investment information.

• Document vault for securely viewing files.