Wilkinson Global
Access portfolio data anytime
Wilkinson Global Asset Management LLC
Description
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
The Wilkinson Global Mobile phone application enables our authorized clients to access their portfolio data in a user friendly interface.
You will need to be a Wilkinson Global Asset Management LLC client in order to gain access for this application.
Please contact your Wilkinson Global Client Representative for further assistance.