# West Financial Services, Inc.

> Secure financial dashboard with budgeting, reporting, and document vault. (iPhone/iPad app by West Financial Services, Inc..)

- Source: https://appshunter.io/ios/app/west-financial-services-inc/id1479211811 (this page in markdown: same URL + `.md`)
- Developer: [West Financial Services, Inc.](https://appshunter.io/developer/1479211810)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 67 MB
- Released: 2019-09-08
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/west-financial-services-inc/id1479211811/reviews.md

## What is West Financial Services, Inc.?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
	
TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Intuitive financial dashboard
- Secure document vault
- Interactive financial reports
- Budgeting tools
- Investment information


## Frequently asked questions about West Financial Services, Inc.

### What is West Financial Services, Inc. used for?

West Financial Services, Inc. provides an intuitive financial dashboard, a secure document vault for sharing files with your advisor, interactive reports, and budgeting tools to help you manage your finances.

### Is West Financial Services, Inc. free to use?

Yes, West Financial Services, Inc. is available for free download and use. There are no in-app purchases or subscription fees associated with this application.

### What devices support West Financial Services, Inc.?

West Financial Services, Inc. is supported on iPhone, iPad, and iPod devices, making it accessible across various Apple mobile platforms.

### How secure is the document vault in West Financial Services, Inc.?

The app features a document vault designed for securely sending and receiving files with your financial advisor, ensuring your sensitive financial documents are protected.

### When was West Financial Services, Inc. last updated?

The latest version of West Financial Services, Inc. was updated on August 4, 2020, indicating ongoing maintenance and potential improvements.

### What is the age rating for West Financial Services, Inc.?

West Financial Services, Inc. has an age rating of 17+, suggesting it is intended for mature users who can understand and manage financial information.

### Does West Financial Services, Inc. offer investment tracking?

Yes, the app includes dynamic reports that provide current investment information, allowing users to stay updated on their portfolio's performance.

## Version history (last 2 releases)

### 2.0.656315 — 2020-08-04

Bug fixes and performance improvements.

### 2.0.483813 — 2019-09-08

No release notes.

## Apps similar to West Financial Services, Inc.

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [LINQ Wallet](https://appshunter.io/ios/app/linq-wallet/id6447305486) | 3.6 (14) | Free | Finance |
| [WealthView](https://appshunter.io/ios/app/wealthview/id985727372) | 4.2 (13) | Free | Finance |
| [Spring Bank WI](https://appshunter.io/ios/app/spring-bank-wi/id1153066605) | 4.9 (30) | Free | Finance |
| [Gallatin Public Utilities](https://appshunter.io/ios/app/gallatin-public-utilities/id1530559698) | 4.8 (59) | Free | Finance |
| [TradePick4U](https://appshunter.io/ios/app/tradepick4u/id1533586751) | 4.8 (86) | Free | Finance |
| [Farm Credit of Florida Mobile](https://appshunter.io/ios/app/farm-credit-of-florida-mobile/id1143300923) | — | Free | Finance |

---

*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.*