You are using an outdated browser. Please upgrade your browser to improve your experience.
Windward Private Wealth Mgmt

See your complete financial picture and interact with your financial advisor

See your complete financial picture and interact with your financial advisor

Windward Private Wealth Mgmt

by Windward Private Wealth Mgmt
Windward Private Wealth Mgmt
Windward Private Wealth Mgmt
Windward Private Wealth Mgmt

What is it about?

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.

Windward Private Wealth Mgmt

App Details

Version
2.0.2160
Rating
NA
Size
51Mb
Genre
Finance
Last updated
October 20, 2018
Release date
June 29, 2018
More info

App Store Description

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!

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.