Evo Wallet - Money Tracker
-33%
$2.99
$1.99
Finance
Free
Windsor Wealth
by Windsor Wealth Management, Inc.
Screenshots
Description
With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
What's new (v5.17.1)
- 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
- 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
