# Windward Private Wealth Mgmt

> Windward Private Wealth Mgmt (iPhone/iPad app by Windward Private Wealth Management Inc.)

- Source: https://appshunter.io/ios/app/windward-private-wealth-mgmt/id1394922829 (this page in markdown: same URL + `.md`)
- Developer: [Windward Private Wealth Management Inc](https://appshunter.io/developer/1394922828)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2018-07-25
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/windward-private-wealth-mgmt/id1394922829/reviews.md

## What is Windward Private Wealth Mgmt?

See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.	

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!


## Version history (last 3 releases)

### 2.0.918879 — 2022-01-15

See your complete financial picture and interact with your financial advisor.

### 2.0.2160 — 2018-10-20

Bug fixes and stability improvements

### 2.0 — 2018-06-29

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 2026-05-19.*