Windsor Wealth
Check balances and contact your team
Windsor Wealth Management, Inc.
iPhone Screenshots
iPad Screenshots
Description
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
App information from Apple App Store. Windsor Wealth and related trademarks belong to Windsor Wealth Management, Inc..