Windsor Wealth
Windsor Wealth Management client portal app.
App details
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App description
Android App Analysis and Review: Windsor Wealth, Developed by Windsor Wealth Management, Inc.. Listed in Business Category. Current Version Is 5.17.0, Updated On 22/01/2025 . According to users reviews on Google Play: Windsor Wealth. Achieved Over 1 Installs. Windsor Wealth Currently Has 1 Reviews, Average Rating 5.0 Stars
With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.We are currently offering version 5.17.0. This is our latest, most optimized version. It is suitable for many different devices. Free download directly apk from the Google Play Store or other versions we're hosting. Moreover, you can download without registration and no login required.
We have more than 2000+ available devices for Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ... with so many options, it’s easy for you to choose games or software that fit your device.
It can come in handy if there are any country restrictions or any restrictions from the side of your device on the Google App Store.
Changelog / What's New
- 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