Windfall Wealth app for iPhone and iPad

4.6 ( 2256 ratings )

Business Finance
Developer: Shagawat Financial Advisors, LLC

Free

Current version: 4.0.0, last update: 6 years ago
First release : 24 Oct 2017
App size: 24.75 Mb

This Mobile App allows you to view your account information with Windfall Wealth Advisors. You will see your account balances, view quarterly and other reports. You will be able to add external accounts. This app also has folders in which you can add your legal documents for cloud storage, such as Trusts, Taxes and even passports. You will also be able to easily reach out to your advisor.