Archived App (Last seen on 14 May 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your investment portfolio and financial plan anytime, anywhere. Track account balances, view gains and losses, and monitor your net worth. Facilitates secure communication and collaboration with your financial advisor.
What's New in Watts Gwilliam
5.19.0
May 30, 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
MoreFAQ
What can I do with Watts Gwilliam?
Watts Gwilliam allows you to view real-time account balances and positions, track unrealized gains and losses, monitor your personal net worth, and access your financial plan and goals. It also provides online data storage and facilitates advisor collaboration.
Is Watts Gwilliam secure for my financial information?
The app is designed to provide secure access to important account information and advisor communication. While specific security protocols are not detailed, financial apps generally employ encryption and multi-factor authentication to protect user data.
What financial institutions does Watts Gwilliam support?
The provided information does not specify which financial institutions Watts Gwilliam integrates with. Users typically link their investment accounts directly through the app's interface.
Can I make transactions through Watts Gwilliam?
The app's description focuses on viewing account information and financial plans, as well as advisor communication. It does not mention the ability to perform transactions directly within the application.
How often is Watts Gwilliam updated?
Watts Gwilliam was last updated on May 30, 2025, with version 5.19.0. This indicates a recent update, suggesting the app is actively maintained and improved by the developer.
What devices is Watts Gwilliam available on?
Watts Gwilliam is available for iPhone, iPad, and iPod devices. It is designed for iOS users who want to manage their finances on the go.
What is the user sentiment for Watts Gwilliam?
Watts Gwilliam has a perfect 5.0-star rating from 2 reviews, indicating a highly positive user sentiment among its current user base.
Does Watts Gwilliam have ads?
No, Watts Gwilliam does not contain advertisements. The app is free to download and use without any ad interruptions.