Content rating
Everyone
10+
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Content rating
Everyone
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About this app

With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
Updated on
Feb 7, 2026

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
Data can’t be deleted

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

About the developer
Vicki Lee Bahrns-Haddock
corientindy@corient.com
United States
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