My William Blair
500+
Downloads
Everyone
info
About this app
This app provides an intuitive view of your account portfolio value, documents, interactive views charts and more at your fingertips - all in a secure and easy to use mobile app.
Top Features Include:
• New and improved user experience and navigation
• Interactive client dashboard, providing a consolidated portfolio view
• Dynamic view of all accounts and holdings
• Curated External News Content
• Your Advisor Team information
• And more!
Top Features Include:
• New and improved user experience and navigation
• Interactive client dashboard, providing a consolidated portfolio view
• Dynamic view of all accounts and holdings
• Curated External News Content
• Your Advisor Team information
• And more!
Updated on
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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 5 others
Data is encrypted in transit
You can request that data be deleted
What's new
Now supporting landscape in iPad, with additional updates.