# Watts Gwilliam

> Mobile access to investment accounts, financial plans, and advisor communication. (iPhone/iPad app by Watts-Gwilliam & Company, LLC.)

- Source: https://appshunter.io/ios/app/watts-gwilliam/id1528762512 (this page in markdown: same URL + `.md`)
- Developer: [Watts-Gwilliam & Company, LLC](https://appshunter.io/developer/1528762514)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2020-08-22
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/watts-gwilliam/id1528762512/reviews.md

## What is Watts Gwilliam?

The Watts Gwilliam mobile app was created to help you stay connected and keep up-to-date on your investments and financial plan. The app provides 24/7 access to important account information and advisor communication. Some features include: 
 - Real-time account balances and positions 
 - Unrealized Gain/Loss information 
 - Personal Net Worth 
 - Access to your most recent financial plan and goals 
 - Online data storage and advisor collaboration 
 
 Stay connected on the go with Watts Gwilliam mobile.

## Key features

- Real-time account balances
- Unrealized Gain/Loss tracking
- Personal Net Worth monitoring
- Financial plan and goals access
- Advisor collaboration
- Online data storage


## Frequently asked questions about Watts Gwilliam

### 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.

## Version history (last 4 releases)

### 5.19.0 — 2025-05-30

- 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

### 5.14.0 — 2024-09-10

- 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

### 5.13.1 — 2024-05-14

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.3.0 — 2020-08-22

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*