Westwood Private Wealth 4+

Westwood

Osmišljeno za iPad

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Opis

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.

Novosti

Verzija 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

Privatnost aplikacije

Developer Westwood naznačio je da prakse privatnosti aplikacije mogu obuhvaćati rukovanje podacima kako je ispod opisano. Za dodatne informacije pogledajte pravila privatnosti developera.

Podaci se ne prikupljaju

Developer ne prikuplja nikakve podatke iz ove aplikacije.

Prakse privatnosti mogu varirati, primjerice, na temelju značajki koje koristite ili vaše dobi. Saznajte više

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