About this app
Global Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app. Your dashboard is updated daily and provides real time portfolio balance and performance reporting. Requirements: Getting started is easy! Reach out to your advisor for access today!
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 Sep 8, 2026 · 1:08 AM Free