About this app
For the valued clients of Beverly Hills Private Wealth, this mobile application provides access to your financial picture including activity, holdings, performance, asset allocation, and projected income. You can also use this app to securely send documents and communicate with any members of our team. Please note, you must be a client of Beverly Hills Private Wealth to access this application.
Latest release
What’s New
• Performance Improvements • Bug Fixes
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 20, 2026 · 12:21 AM Free
Screenshots
