
About
Access your wealth management and financial advisory accounts with this streamlined mobile application. View account details, track investment performance, and connect with your advisor. Statements are also readily available.
What's New in Warburton
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
MoreFAQ
What is Warburton?
Warburton is a mobile application designed for clients of Warburton Capital Management. It provides a streamlined experience to view account information, track investment performance, contact financial advisors, and access statements.
Is Warburton free to use?
Yes, Warburton is available for free download and use. It does not require any payment to access its features.
What devices support Warburton?
Warburton is supported on iPhone, iPad, and iPod devices. It is designed to offer a consistent experience across these Apple platforms.
How secure is Warburton?
While specific security measures are not detailed, as a financial management app, it is expected to employ industry-standard security protocols to protect client data. Users should always ensure their device is secure and use strong, unique passwords.
How often is Warburton updated?
The app was last updated on September 10, 2024, with version 5.14.0. This indicates regular updates to maintain performance and potentially add new features or security enhancements.
What are the supported institutions for Warburton?
Warburton is specifically for clients of Warburton Capital Management. It directly integrates with their services and does not support external financial institutions.
What is the user sentiment for Warburton?
Based on the available data, Warburton has a perfect 5.0-star rating from 3 reviews, suggesting a highly positive user experience among its current user base.
Does Warburton have ads?
No, Warburton does not contain advertisements. As a free application from a wealth management firm, it focuses on providing a clean and uninterrupted user experience for its clients.



