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 agoFirst 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.