Excelsior Wealth Management 4+

Excelsior Wealth Management LLC

Designed for iPad

    • Free

Screenshots

Description

This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.

App Privacy

The developer, Excelsior Wealth Management 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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