This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.
Phillip MyWealth
Experience the power of the one-touch interface designed for sophisticated investors. Track your total wealth 24/7, receive personalized trade alerts, and connect instantly with your dedicated financial advisors anytime, anywhere.
Downloads
7K+User Rating
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Category
FinanceLocales
1Latest Version
2.3.13Size
51.7 MBFirst Released
Jan 31, 2018Precision Wealth Management at Your Fingertips
Designed for the sophisticated investor, Phillip MyWealth bridges the gap between expert human advice and digital efficiency, providing a holistic view of your financial journey.
Unified Portfolio Oversight
Eliminate fragmentation with a consolidated view of all your holdings, intelligently sorted by account, advisor, or fund source for total transparency.
Direct Advisor Connectivity
Maintain your most valued financial relationships with instant, secure access to your service representatives for personalized guidance on the go.
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This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.