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Opal Wealth Advisors Mobile for iOS

Developer's Description

Stay on top of your personal roadmap to financial freedom, joy, and abundance. View all your assets and liabilities on one secure mobile platformand easily share information in real time with your advisors.


Lets you see your entire financial life in one placecredits cards, bank accounts, investments, liabilities, and more

Allows access to your entire Opal portfolio in real time

Offers multi-generational wealth views

Organizes your balance sheet and expenses

Integrates your financial plan, and your cash flow budget


Shows recent trades and transactions

Fully integrated with the industrys leading financial planning systems

Shareable with financial advisors, lawyers, family members, etc.


Delivers simplified reporting and access

Provides data updated daily to track trends and manage cash flow


Allows you to store financial documents in a secure, digital vault

Full Specifications

What's new in version


Release August 14, 2020
Date Added August 14, 2020

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10 or later. Compatible with iPhone, iPad, and iPod touch.


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