# Windsor Wealth

> Financial account access and communication for Windsor Wealth Management clients. (iPhone/iPad app by Windsor Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/windsor-wealth/id1468332502 (this page in markdown: same URL + `.md`)
- Developer: [Windsor Wealth Management, Inc.](https://appshunter.io/developer/1468332501)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2019-06-15
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/windsor-wealth/id1468332502/reviews.md

## What is Windsor Wealth?

With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.

## Key features

- Check account information
- Monitor balances
- Contact wealth management team
- Secure client access


## Frequently asked questions about Windsor Wealth

### What can I do with Windsor Wealth?

Windsor Wealth allows you to check your account information, monitor your balances, and contact your wealth management team directly through the app. It's designed for convenient access to your financial details.

### Is Windsor Wealth free to use?

Yes, Windsor Wealth is available for free. There are no charges to download or use the core features of the application.

### What devices does Windsor Wealth support?

Windsor Wealth is available on iPhone, iPad, and iPod devices. It is designed to work seamlessly across these Apple platforms.

### How secure is my financial information with Windsor Wealth?

While specific security protocols are not detailed, financial apps typically employ industry-standard encryption and security measures to protect user data. Clients should always ensure they are using a secure connection.

### How often is Windsor Wealth updated?

The app was last updated on April 22, 2025, indicating active development and maintenance. Frequent updates suggest ongoing improvements and security patches.

### What is the age rating for Windsor Wealth?

Windsor Wealth has an age rating of 4+, meaning it is suitable for users of all ages. This rating is common for finance applications.

### Does Windsor Wealth have ads?

No, Windsor Wealth does not contain advertisements. As a free application from a wealth management firm, it focuses on client service rather than ad revenue.

### What is the user sentiment for Windsor Wealth?

Based on the available data, Windsor Wealth has a perfect 5.0-star rating from 3 reviews. This indicates a highly positive user experience among its current users.

## Version history (last 5 releases)

### 5.17.1 — 2025-04-22

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- 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 — 2024-04-17

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

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.0 — 2023-02-16

Bug fixes and performance updates

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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 2026-06-01.*