Family Wealth Solutions 4+

Family Wealth Solutions, LLC

    • Free

Screenshots

Description

The Family Wealth Solutions Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Family Wealth Solutions Team in a simple, elegant interface.

Requirements: You need to be a client of Family Wealth Solutions that has been enabled for the app. If you would like to request access, please contact your Family Wealth Solutions Team.

What’s New

Version 1.83

* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes

App Privacy

The developer, Family Wealth Solutions, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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