WFP Client Portal

WFP Client Portal

by Welch Financial Planning, LLC

0 ratings
Free

Rating summary

Details

  • Released
  • Updated
  • May 23, 2024
  • June 2, 2025

Features

WFP Client Portal screenshot #1 for iPhone
WFP Client Portal screenshot #2 for iPhone
WFP Client Portal screenshot #3 for iPhone
WFP Client Portal screenshot #4 for iPhone
iphone
ipad
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About

This mobile app allows you to view your accounts under WFP management, including balances, performance, transactions, statements and reports.

What's New in WFP Client Portal

5.19.0

June 2, 2025

- 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

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