For the valued clients of Beverly Hills Private Wealth, this mobile application provides access to your financial picture including activity, holdings, performance, asset allocation, and projected income. You can also use this app to securely send documents and communicate with any members of our team. Please note, you must be a client of Beverly Hills Private Wealth to access this application.
Ratings & Reviews
5.0
out of 5
2 Ratings
• Performance Improvements
• Bug Fixes
Version 1.97
The developer, Beverly Hills Private Wealth LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
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Data Linked to You
The following data may be collected and linked to your identity:
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Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
