Free
⭐️5 / 5
Rating
🙌1
Ratings
📼6 scs
Content
📦w/o updates
Updates frequency
- Versions
- Price History
- Description
- FAQ
All Versions of Westwood Private Wealth
3.0
February 5, 2022
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
More2.0
February 4, 2022
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
More1.1
March 26, 2021
Minor language updates.
1.0
January 27, 2021
Price History of Westwood Private Wealth
Description of Westwood Private Wealth
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.
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Westwood Private Wealth: FAQ
Yes, Westwood Private Wealth can be used on an iPad.
WESTWOOD HOLDINGS GROUP, INC launched the Westwood Private Wealth app.
The minimum required iOS version for the app to work is 9.0 or higher.
Westwood Private Wealth has an excellent rating of 5.0 out of 5.
The Primary Genre Of The Westwood Private Wealth App Is Finance.
The newest version of Westwood Private Wealth is 3.0.
The most recent update for Westwood Private Wealth was released on July 5, 2024.
The release date of the app was on February 5, 2023.
Suitable for children aged 4 and up, contains no objectionable material.
You can use the Westwood Private Wealth app in .
No, Westwood Private Wealth is not available on Apple Arcade.
No, Westwood Private Wealth does not offer in-app purchases.
No, Westwood Private Wealth does not support compatibility with Apple Vision Pro.