WFG Client App 4+

Williams Financial Group, LLC

Designed for iPad

    • Free

Screenshots

Description

The WFG Client app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, and much more. Access your account and financial plan information on the go in a secure and easy to use mobile app. This app is accessed by invitation only and is reserved for the exclusive use of Williams Financial Group clients only.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

The developer, Williams Financial Group, 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 Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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