Family Wealth Solutions vs FamilyWealth™ Client Usage & Stats
The Family Wealth Solutions Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Family Wealth Solutions Team in a simple, elegant interface.
Requirements: You need to be a client of Family Wealth Solutions that has been enabled for the app. If you would like to request access, please contact your Family Wealth Solutions Team.
- Apple App Store
- Free
- Finance
Store Rank
- -
"The FamilyWealth™ application enables authorized clients to access portfolio data in a simple, elegant interface.
Requirements: You need to be a FamilyWealth™ user that has been authorized for the mobile application. If you would like to request access, please contact your FamilyWealth™ primary contact."
- Apple App Store
- Free
- Finance
Store Rank
- -
Family Wealth Solutions VS. 
FamilyWealth™ ClientJanuary 14, 2026