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WealthKit app for iPhone and iPad


4.8 ( 4528 ratings )
Finance Education
Developer: Calistoga Ventures, Inc.
Free
Current version: 9.30 (10.08), last update: 4 years ago
First release : 22 Jun 2018
App size: 31.64 Mb

The worlds premier application and financial modeling engine for individuals, educators, and financial professionals. Designed by professionals with almost one-half of a century of experience in personal finance, the WealthKit platform integrates money and time using an engaging and friendly calendar metaphor. The app allows users to model an individuals or a familys current and future financial forecast. At the same time, the user can learn what the various terms used in personal finance mean through the WealthKit Wizard.

While not required to use WealthKit, our cloud capabilities allow for educators to teach potentially millions of students regardless of geography. For professionals, the app can dramatically enhance the potential for increased sales, lower costs, and a healthy collaborative relationship with clients. For individuals, the cloud feature allows for the use of multiple devices, permission-based data aggregation from custodians, backup and the ability to connect to providers of solutions should one be required.

Optionally, users may subscribe monthly for Account Aggregate Integration. Account aggregation allows us to integrate your existing accounts into our app and synchronize your external data with WealthKitâ„¢. Payment will be charged to your iTunes Account at confirmation of purchase. The subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. Account will be charged for renewal within 24-hours prior to the end of the current period, the renewal cost is identical to the initial purchase of one month of service. Subscriptions may be managed by the user and auto-renewal may be turned off by going to the users Account Settings after purchase. There is no free trial period. For our full terms and conditions please refer to http://wealthkit.com/terms-and-conditions.