My WMS app for iPhone and iPad

4.6 ( 7056 ratings )

Finance Business
Developer: Wealth Management Strategies, Inc

Free

Current version: 5.5.2, last update: 7 months ago
First release : 01 Feb 2022
App size: 32.88 Mb

The WMS mobile portal lets you easily monitor your investment portfolio anytime.
• View your Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary for each account
• Adjust the timeframe of our interactive graphs of your Portfolio Value versus Net Amount Invested or Portfolio Return
• View your quarterly report and custodial statements