# WFG Client App

> WFG Client App (iPhone/iPad app by Williams financial Group, LLC.)

- Source: https://appshunter.io/ios/app/wfg-client-app/id6452016626 (this page in markdown: same URL + `.md`)
- Developer: [Williams financial Group, LLC](https://appshunter.io/developer/1698708812)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-07-25
- Data updated: 2026-06-25
- User reviews in markdown: https://appshunter.io/ios/app/wfg-client-app/id6452016626/reviews.md

## What is WFG Client App?

The WFG Client app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, and much more. Access your account and financial plan information on the go in a secure and easy to use mobile app. This app is accessed by invitation only and is reserved for the exclusive use of Williams Financial Group clients only.


## Version history (last 4 releases)

### 5.14.1 — 2024-09-17

- 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

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.5.0 — 2023-07-25

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 2026-06-25.*