SLWA

SLWA

by SLWA LLC

0 ratings
Free

Rating summary

Details

  • Released
  • Updated
  • June 2, 2021
  • May 29, 2025

Features

SLWA screenshot #1 for iPhone
SLWA screenshot #2 for iPhone
SLWA screenshot #3 for iPhone
SLWA screenshot #4 for iPhone
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About

This app allows San Luis Wealth Advisors clients to access their accounts and balances directly from their phones.

What's New in SLWA

5.19.0

May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

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