Details about GWS&A

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  • Updated
  • iOS Version
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Version History of GWS&A

1.82

September 10, 2024

* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.

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1.80

June 8, 2024

* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability

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1.78

April 22, 2024

* 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

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1.77

March 9, 2024

* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients

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1.76

January 20, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

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1.75

December 12, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

October 28, 2023

* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.

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1.73

September 17, 2023

* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

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1.71

July 29, 2023

* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic

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1.69

June 12, 2023

* Improved Performance Card to be able to support Additional Benchmark functionality. * Enhanced loggings to be able to provide additional support for our mobile users. * Bug Fixes

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Price History of GWS&A

Description of GWS&A

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!

GWS&A: FAQ

Does GWS&A work on iPads?

Yes, GWS&A can be used on iPad devices.

Who is the developer of the GWS&A app?

Global Wealth Strategies & Associates, LLC is the developer of the GWS&A app.

What iOS version is needed to run the GWS&A app?

The GWS&A app requires iOS 12.4 or later.

What is the current app rating?

The GWS&A app has a consumer rating of 4 and receives average reviews and ratings.

What category of app is GWS&A?

The Gws&a App Relates To The Finance Genre.

Which version of the GWS&A app is the latest one?

The newest version of GWS&A is 1.82.

When did the new GWS&A update come out?

September 29, 2024 is the exact date of the latest GWS&A update.

When did GWS&A come out?

The GWS&A app became available to the public on February 6, 2023.

What age is GWS&A suitable for?

Global Wealth Strategies & Associates, LLC: The GWS&A app is child-friendly.

What are the languages offered by the GWS&A app?

GWS&A can be used in English.

Does Apple Arcade offer GWS&A as part of its collection?

No, GWS&A is not featured on Apple Arcade.

Can I make in-app purchases within GWS&A?

No, GWS&A does not include options for in-app purchases.

Is GWS&A specifically engineered for Apple Vision Pro compatibility?

Sorry, GWS&A is not specifically engineered for compatibility with Apple Vision Pro.

Are there commercial ads in GWS&A?

No, there are no commercial ads in GWS&A.

Screenshots of GWS&A

GWS&A screenshot #1 for iPhone
GWS&A screenshot #2 for iPhone
GWS&A screenshot #3 for iPhone
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Reviews of GWS&A

Leave a Review GWS&A
  • 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!!!