Westwood Holdings Group

Westwood Holdings Group

Free · Designed for iPad. Not verified for macOS.

Westwood wealth management private client portal. Clients are able to view their accounts, holdings, transactions, and documents. As a client of Westwood, we strive to provide this information to you in a timely and accurate manner. You are able to dynamically engage with Westwood by visiting your money, receiving documents, and reviewing transactions. This is meant to be a snapshot of your financial picture at Westwood. For a more complete and holistic discussion please reach out to your advisor or client service team member who can provide you customized support.

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The developer, Westwood, 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 Not Collected

    The developer does not collect any data from this app.

    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

    Information

    Seller
    • WESTWOOD HOLDINGS GROUP, INC
    Size
    • 45.8 MB
    Category
    • Finance
    Compatibility
    Requires iOS 13.4 or later.
    • iPhone
      Requires iOS 13.4 or later.
    • iPad
      Requires iPadOS 13.4 or later.
    • iPod touch
      Requires iOS 13.4 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © Westwood Holdings Group
  • Developer Website
  • Privacy Policy

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