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Westwood Private Wealth

Financial Plan

Financial Plan

Westwood Private Wealth

by Westwood
Westwood Private Wealth
Westwood Private Wealth
Westwood Private Wealth

What is it about?

Financial Plan? Estate Plan? Document Vault? We’ve got you covered. The Westwood mobile app is your tool to help you sort your financial life. Aggregate accounts for a bird’s eye view, keep track of your net worth and individual account balances, schedule private equity capital calls, store documents, get reminders, review all your insurance policies. The Westwood Client Portal app puts a seamless digital experience at your fingertips. The app enables a wide range of integrated data views, including current market value and holdings, account details, a curated news feed and the ability to connect with your Westwood Private Wealth Advisor. This tool, paired with insights and advice from your Westwood Private Wealth Advisor, is what you need to keep your financial life in order and on track.

Westwood Private Wealth

App Details

Version
1.0
Rating
(1)
Size
89Mb
Genre
Finance Business
Last updated
January 27, 2021
Release date
January 27, 2021
More info

App Screenshots

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App Store Description

Financial Plan? Estate Plan? Document Vault? We’ve got you covered. The Westwood mobile app is your tool to help you sort your financial life. Aggregate accounts for a bird’s eye view, keep track of your net worth and individual account balances, schedule private equity capital calls, store documents, get reminders, review all your insurance policies. The Westwood Client Portal app puts a seamless digital experience at your fingertips. The app enables a wide range of integrated data views, including current market value and holdings, account details, a curated news feed and the ability to connect with your Westwood Private Wealth Advisor. This tool, paired with insights and advice from your Westwood Private Wealth Advisor, is what you need to keep your financial life in order and on track.

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