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HOME / Truvanta Wealth
Truvanta Wealth
0.0
UpdateOct 28, 2025
DeveloperTruvanta Wealth
OSIOS / Android
Categoryapp
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Good App Guaranteed: This app passed the security test for virus,malware and other malicious attacks and doesn't containany theats.
Description:Truvanta Wealth is a modern wealth management app that helps you see, plan, and improve your finances in one secure place. Track investments across accounts, monitor net worth in real time, and set goal-based plans for retirement, a home, or education with smart analytics. Highlights include secure account aggregation, AI-powered insights for rebalancing and risk, and customizable alerts and reports. Ideal for personal investors and families seeking an all-in-one finance app for portfolio tracking, budgeting, and long-term investment planning, with bank-grade encryption and strong privacy controls.
How to use:1. Download the app, sign up with your email, and enable a PIN or biometric lock for security.
2. Securely link your bank, brokerage, and other financial accounts to import balances, holdings, and transactions.
3. Set your goals and risk level, create a monthly budget, and categorize spending to build your financial baseline.
4. Open the dashboard to track net worth, performance, fees, and cash flow, and turn on alerts for price changes or budget limits.
5. Explore advanced tools to view rebalancing suggestions, run retirement projections, generate tax and performance reports, and schedule periodic check-ins.
Get the app
App Store
Link provided by App Store
Google Play
Link provided by Google Play
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IOS
Android
Version:
1.0
Size:
53.59MB
Price:
Free
Released:
Oct 28, 2025
Updated:
Oct 28, 2025
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