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Watts Gwilliam app for iPhone and iPad


4.2 ( 8032 ratings )
Business Finance
Developer: Watts Gwilliam & Co., LLC
Free
Current version: 4.3.0, last update: 1 year ago
First release : 22 Aug 2020
App size: 15.67 Mb

The Watts Gwilliam mobile app was created to help you stay connected and keep up-to-date on your investments and financial plan. The app provides 24/7 access to important account information and advisor communication. Some features include:

- Real-time account balances and positions
- Flexible performance reporting
- Asset allocation analysis
-Unrealized Gain/Loss information
- Personal Net Worth Statement
- Access to your most recent financial plan and goals
- Online data storage and advisor collaboration

Stay connected on the go with Watts Gwilliam mobile.