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Screenshots

  • GWS&A screenshot 1
  • GWS&A screenshot 2
  • GWS&A screenshot 3

About GWS&A

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!

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, Global Wealth Strategies & Associates, LLC, 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:

  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Email Address, Name, Phone Number, Other User Contact Info
  • Identifiers: User ID
  • Diagnostics: Crash Data

Used for: Analytics, App Functionality

Alternatives to GWS&A

Looking for apps like GWS&A? Here are 6 similar apps on the App Store. The highest rated is Asset Pro (5.0/5), and all 6 are free to download.

GWS&A vs. alternatives
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GWS&A 4.3 / 5 (4 ratings) Free September 15, 2026
DS Global Wealth – Free Aug 13, 2026 Compare
Asset Pro 5.0 / 5 (5) Free Mar 14, 2025 Compare
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OneAscent 4.8 / 5 (8) Free Jun 13, 2026 Compare
OneAscent Portal – Free Mar 25, 2026 Compare

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