# Willow Financial

> Secure financial dashboard for clients to view portfolios and communicate with advisors. (iPhone/iPad app by Willow Financial LLC.)

- Source: https://appshunter.io/ios/app/willow-financial/id6504948601 (this page in markdown: same URL + `.md`)
- Developer: [Willow Financial LLC](https://appshunter.io/developer/1754410032)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2024-07-29
- Data updated: 2026-07-30
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/willow-financial/id6504948601/reviews.md

## What is Willow Financial?

The Willow Application is a secure financial dashboard for registered clients of the firm to be able to view their portfolio, upload files, communicate with the advisor team, and so much more at Willow Financial.

## Key features

- View financial portfolio
- Upload files
- Communicate with advisor team
- Secure financial dashboard
- Client access


## Frequently asked questions about Willow Financial

### What can I do with Willow Financial?

Willow Financial allows you to securely view your financial portfolio, upload important documents, and communicate directly with your advisor team. It provides a comprehensive overview of your financial status.

### Is Willow Financial secure?

Yes, Willow Financial is designed as a secure financial dashboard for registered clients. Security is a primary focus for managing sensitive financial information.

### What devices support Willow Financial?

Willow Financial is available on iPhone, iPad, and iPod devices, offering accessibility across Apple's mobile ecosystem.

### How often is Willow Financial updated?

The latest version is 1.94, and the app was last updated on March 7, 2026, indicating a commitment to regular maintenance and improvements.

### What is the age rating for Willow Financial?

Willow Financial has an age rating of 4+, making it suitable for a broad user base.

### Does Willow Financial have ads?

No, Willow Financial does not contain advertisements, providing an ad-free experience for its users.

### What is the user rating for Willow Financial?

Willow Financial has an excellent rating of 5.0 stars based on 3 user reviews, reflecting high user satisfaction.

### Who developed Willow Financial?

Willow Financial is developed by Willow Financial LLC, the firm that provides the financial services associated with the application.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-24

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

### 1.90.1 — 2025-09-13

* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes

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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 2026-07-30.*