4 Apps in This Bundle

iPhone Screenshots

Description

Wealth Suite consists of a series of personal finance apps for checking your personal financial health. The suite of apps track all your investments, insurance policies and expenses in different accounts/wallets. The values being tracked can be computed to give the current total wealth and, with applicable rates, project the wealth into the future to get a bigger picture on your financial health.

1. MyWealth (new)
MyWealth computes current total wealth by tracking assets and respective rates for all accounts, investments, insurance (financial plans), appreciative and depreciative properties and liabilities (loans). It also takes into account salaries and expenditures to compute savings. Apart from current wealth, it will also perform projections on the values of all assets into the future for financial health analysis. Download MyWealth separately, it's free!

2. iInvestStock
iInvestStock tracks all returns (including past returns and dividends) on investments in stocks, ETFs, etc. It provides MyWealth with the current values of all your investments.

3. iInvestFund
iInvestFund tracks all returns (including past returns and dividends) on investments in mutual funds. It provides MyWealth with the current values of all your investments.

4. iInsured
iInsured keeps tabs on your insurance plans (or financial plans) and display all benefits for your understanding. It provides MyWealth with all cash values and total premiums (considered as expenditures from accounts).

5. iTreasurer
iTreasurer keeps tabs on personal expenses in daily life, travels and foreign currencies. It also provides a business add-on module for tracking business expenditures with receipts and generate reports for tax submissions. It provides MyWealth with expenditure data for computing the average monthly expenses.

Download the Wealth Suite Bundle and start monitoring your financial health today.

Information

Seller
Rick Ng Boo Hwa
Size
55.1 MB
Category
Finance
Compatibility

Requires iOS 10.2 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Simplified Chinese

Age Rating
4+
Copyright
Price
App Bundle $4.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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