Windsor Wealth
Developer: Windsor Wealth Management, Inc.
App Size: 43 MB
Release Date: Jun 15, 2019
Price: FREE
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Windsor Wealth
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With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
Windsor Wealth 5.17.1 Update
Jun 15, 2019 Version History
- Managed account Performance Details- Ability to add manual accounts to portal- Clients may now toggle to Orion related households- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)- Improved navigation to managed personal finances data- Adviser and firm custom disclosures available in footer- Document Vault improvements- Bug Fixes
~Windsor Wealth Management, Inc.
~Windsor Wealth Management, Inc.
More Information about: Windsor Wealth
Price:
FREE
Version:
5.17.1
Compatibility:
Requires Requires iOS 13 or later
Bundle Id:
com.advisorlynx.mobileadvisor.windsor
Size:
43 MB
Genre:
Finance
Release Date:
Jun 15, 2019
Last Update:
Jun 15, 2019
Content Rating:
4+
Developer:
Windsor Wealth Management, Inc.
Language:
English -
All Apps & Games Created by: Windsor Wealth Management, Inc.
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