Archived App (Last seen on 23 Jun 2025)
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
Manage your financial life with this app. Aggregate accounts, track net worth, store documents, and connect with your advisor for a comprehensive overview and personalized insights.
What's New in Westwood Private Wealth
3.0
February 5, 2022
Changes to variables that determine which data is displayed on apps, fixing a bug where net worth screens did not load properly, and fixing a bug with Plaid integration, Minor styling fixes
MoreDeveloper apps
FAQ
What is Westwood Private Wealth?
Westwood Private Wealth is a financial management app designed to help users organize their financial lives. It allows for account aggregation, net worth tracking, document storage, and direct connection with a Westwood Private Wealth Advisor.
Is Westwood Private Wealth free to use?
Yes, Westwood Private Wealth is available for free. The app provides a comprehensive suite of tools for managing your finances without any upfront cost.
What devices does Westwood Private Wealth support?
Westwood Private Wealth is available on iPhone, iPad, and iPod. It is designed to offer a seamless digital experience across these Apple devices.
How secure is Westwood Private Wealth?
While specific security measures are not detailed in the description, financial management apps typically employ robust security protocols to protect user data. It is recommended to review the app's privacy policy for detailed information.
Can I schedule private equity capital calls with Westwood Private Wealth?
Yes, the app specifically mentions the ability to schedule private equity capital calls, making it a useful tool for managing complex investment activities.
How often is Westwood Private Wealth updated?
The app was last updated on February 5, 2022, with the latest version being 3.0. This indicates a history of updates, suggesting ongoing development and maintenance.
What kind of financial documents can I store in Westwood Private Wealth?
The app functions as a document vault, allowing users to store various financial documents. This includes insurance policies and potentially other important financial records for easy access.
Does Westwood Private Wealth have ads?
No, Westwood Private Wealth does not contain advertisements. As a free app, it focuses on providing financial management tools without ad interruptions.
