Westwood Private Wealth 4+

Name: Westwood Private Wealth
Author: Westwood

Westwood

Progettata per iPad

- Gratis

Descrizione

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.

5 feb 2022

Versione 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

Lo sviluppatore, Westwood, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per ulteriori informazioni, consulta l’informativa sulla privacy dello sviluppatore.