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Screenshots

  • Tolleson Wealth Management screenshot 1
  • Tolleson Wealth Management screenshot 2
  • Tolleson Wealth Management screenshot 3

About Tolleson Wealth Management

Welcome to the Tolleson Wealth Management’s mobile application where users have access to their portfolio data in a simple, elegant interface. Users of this app must first contact their advisor for login credentials.

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, Tolleson Management LP, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Financial Info: Other Financial Info
  • Contact Info: Email Address, Name, Other User Contact Info

Used for: App Functionality

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