# Westwood Private Wealth

> Comprehensive financial management and client portal for wealth planning. (iPhone/iPad app by WESTWOOD HOLDINGS GROUP, INC.)

- Source: https://appshunter.io/ios/app/westwood-private-wealth/id1550457930 (this page in markdown: same URL + `.md`)
- Developer: [WESTWOOD HOLDINGS GROUP, INC](https://appshunter.io/developer/1550457932)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 9.0 · 90 MB
- Released: 2021-01-27
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/westwood-private-wealth/id1550457930/reviews.md

## What is Westwood Private Wealth?

Financial Plan? Estate Plan? Document Vault? We’ve got you covered. The Westwood mobile app is your tool to help you sort your financial life. Aggregate accounts for a bird’s eye view, keep track of your net worth and individual account balances, schedule private equity capital calls, store documents, get reminders, review all your insurance policies. The Westwood Client Portal app puts a seamless digital experience at your fingertips. The app enables a wide range of integrated data views, including current market value and holdings, account details, a curated news feed and the ability to connect with your Westwood Private Wealth Advisor. This tool, paired with insights and advice from your Westwood Private Wealth Advisor, is what you need to keep your financial life in order and on track.

## Key features

- Account aggregation
- Net worth tracking
- Document storage
- Capital call scheduling
- Insurance policy review
- Market value and holdings view
- Connect with advisor


## Frequently asked questions about Westwood Private Wealth

### 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.

## Version history (last 4 releases)

### 3.0 — 2022-02-05

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

### 2.0 — 2022-02-04

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

### 1.1 — 2021-03-26

Minor language updates.

### 1.0 — 2021-01-27

No release notes.

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## More apps by WESTWOOD HOLDINGS GROUP, INC

- [Westwood Holdings Group](https://appshunter.io/ios/app/westwood-holdings-group/id6746893479)

All apps by WESTWOOD HOLDINGS GROUP, INC: https://appshunter.io/developer/1550457932

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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 2026-07-07.*