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Westwood Private Wealth 4+
Westwood
專為 iPad 設計
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- 免費
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描述
Financial Plan? Estate Plan? Document Vault? We’ve got you covered. The Westwood mobile app is your tool to help you sort your financial life. Aggregate accounts for a bird’s eye view, keep track of your net worth and individual account balances, schedule private equity capital calls, store documents, get reminders, review all your insurance policies. The Westwood Client Portal app puts a seamless digital experience at your fingertips. The app enables a wide range of integrated data views, including current market value and holdings, account details, a curated news feed and the ability to connect with your Westwood Private Wealth Advisor. This tool, paired with insights and advice from your Westwood Private Wealth Advisor, is what you need to keep your financial life in order and on track.
最新功能
版本 3.0
Changes to variables that determine which data is displayed on apps, fixing a bug where net worth screens did not load properly, and fixing a bug with Plaid integration, Minor styling fixes
App 私隱
開發者表明Westwood的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
不收集資料
開發者不會從此 App 收集任何資料。
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- WESTWOOD HOLDINGS GROUP, INC
- 大小
- 94.2 MB
- 類別
- 理財
- 兼容性
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- iPhone
- 須使用 iOS 9.0 或以上版本。
- iPad
- 須使用 iPadOS 9.0 或以上版本。
- iPod touch
- 須使用 iOS 9.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
- 年齡
- 4+
- Copyright
- © 2022 Westwood
- 價格
- 免費