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
- Unrealized Gain/Loss information
- Personal Net Worth
- Access to your most recent financial plan and goals
- Online data storage and advisor collaboration
Stay connected on the go with Watts Gwilliam mobile.