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Clients are able to view their accounts, holdings, transactions, and documents
Westwood Holdings Group
by Westwood
What is it about?
Clients are able to view their accounts, holdings, transactions, and documents. As a client of Westwood, we strive to provide this information to you in a timely and accurate manner. You are able to dynamically engage with Westwood by visiting your money, receiving documents, and reviewing transactions. This is meant to be a snapshot of your financial picture at Westwood. For a more complete and holistic discussion please reach out to your advisor or client service team member who can provide you customized support.
App Details
Version
3.0
Rating
NA
Size
43Mb
Genre
Finance
Last updated
July 30, 2025
Release date
July 30, 2025
App Screenshots
App Store Description
Clients are able to view their accounts, holdings, transactions, and documents. As a client of Westwood, we strive to provide this information to you in a timely and accurate manner. You are able to dynamically engage with Westwood by visiting your money, receiving documents, and reviewing transactions. This is meant to be a snapshot of your financial picture at Westwood. For a more complete and holistic discussion please reach out to your advisor or client service team member who can provide you customized support.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
