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"The FamilyWealth™ application enables authorized clients to access portfolio data in a simple, elegant interface.
Requirements: You need to be a FamilyWealth™ user that has been authorized for the mobile application. If you would like to request access, please contact your FamilyWealth™ primary contact."
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What's New in FamilyWealth™ Client
1.95
May 4, 2026
• User login enhancements • Performance Enhancements • Bug Fixes
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