Warburton
1+
Downloads
Everyone
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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.
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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
- 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
