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Screenshots

  • Wiss Family Office Portal screenshot 1
  • Wiss Family Office Portal screenshot 2
  • Wiss Family Office Portal screenshot 3
  • Wiss Family Office Portal screenshot 4

About Wiss Family Office Portal

The Wiss Family Office Portal provides clients with a consolidated view of their financial plan, including their Wiss investment accounts and the ability to link and view external accounts all in one place.

What’s new

Version 5.23.0 · Updated July 20, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

Alternatives to Wiss Family Office Portal

Looking for apps like Wiss Family Office Portal? Here are 6 similar Android apps on Google Play. The highest rated is CrediBrújula (4.5/5), and all 6 are free to download.

Wiss Family Office Portal vs. alternatives
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Wiss Family Office Portal – Free 1+ Jul 20, 2026
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