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Wavvest

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place

Wavvest

by WAVVEST HOLDINGS INC.
Wavvest
Wavvest
Wavvest

What is it about?

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place.

Wavvest

App Details

Version
2024.11.21
Rating
(3)
Size
129Mb
Genre
Finance
Last updated
November 24, 2024
Release date
September 5, 2024
More info

App Screenshots

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App Store Description

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place.

Download the app to track your portfolio, view performance, and access a range of services designed to simplify your finances.

• All-in-One Financial Management: View your investments, manage estate planning, insurance, tax preparation, and more — all through a single, intuitive platform.
• Personalized Insights and Advice: Access tailored financial insights and a detailed breakdown of your investments, helping you make informed decisions with confidence.
• Seamless Integration with Your Advisor: Stay in touch with your financial advisor directly through the app, ensuring you receive personalized support and guidance whenever you need it.

Wavvest is available by invitation through your financial advisor. If you’re already set up, download the app and start managing your financial journey today.

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