GWS&A 4+
Global Wealth Strategies & Associates, LLC
-
- Free
Screenshots
Description
Global Wealth Strategies & Associates, LLC Private Client Portal.
Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app. Your dashboard is updated daily and provides real time portfolio balance and performance reporting.
Requirements: Getting started is easy! Reach out to your advisor for access today!
What’s New
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Ratings and Reviews
Sophisticated & Easy
I log into my GWS&A much more frequently with this app. It has facial recognition so the ease of logging in is very convenient. The app is very sophisticated with the data and layout. I LOVE my boutique financial firm offers something so dialed in to their clients. 5 Stars!!!
App Privacy
The developer, Global Wealth Strategies & Associates, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Global Wealth Strategies & Associates, LLC
- Size
- 123.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Black Diamond Wealth Platform
- Price
- Free