Fort Washington 4+
Fort Washington Investment Advisors, Inc
Designed for iPad
-
- Free
Screenshots
Description
Fort Washington’s mobile app for our Private Client Group allows you to securely access your account information, view your portfolio and interactive reports, and share documents through the document vault.
Using a personalized planning process that centers on a deep understanding of your needs, we provide tailored wealth management services to help you connect your purpose with your financial life. Our focus is to help you get the most out of life, and we work hard to do what’s right for you. To learn more, read about our approach to wealth planning here.
This app is for use by Fort Washington clients only.
What’s New
Version 5.16.0
- 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
App Privacy
The developer, Fort Washington Investment Advisors, Inc, 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 Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Fort Washington Investment Advisors, Inc.
- Size
- 43.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Fort Washington Investment Advisors, Inc.
- Price
- Free