1+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

A new and improved mobile experience for the clients of Warburton Capital Management, a wealth management and financial advisory firm in Tulsa, Oklahoma. View your account information, track investment performance, contact a financial advisor, and access statements in a streamlined application.
Updated on
Sep 6, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What’s new

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

App support

About the developer
WARBURTON CAPITAL MANAGEMENT, LLC
wcm@warburtoncapital.com
15 E 5TH St Ste 3675 Tulsa, OK 74103-4343 United States
+1 918-794-3000

Similar apps