5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
More5.13.1
May 14, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More4.3.0
August 22, 2020
Yes, Watts Gwilliam has support for iPad devices.
Watts-Gwilliam & Company, LLC built the Watts Gwilliam app.
To function properly, the app requires at least iOS 13.4.
With a rating of 5 out of 5, Watts Gwilliam is one of the top-rated apps in its category.
The Main Genre Of The Watts Gwilliam App Is Finance.
The current version of the Watts Gwilliam app is 5.14.0.
The last update for Watts Gwilliam was on October 6, 2024.
Watts Gwilliam was first released on February 5, 2023.
This app is appropriate for all ages, with no offensive or inappropriate content.
Watts Gwilliam is available in English.
Unfortunately, Watts Gwilliam is not on Apple Arcade.
No, Watts Gwilliam does not allow for in-app purchases.
No, you cannot use Watts Gwilliam with Apple Vision Pro.
No, there are no advertisements in Watts Gwilliam.