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  • Gutierrez Wealth Advisory screenshot 1
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  • Gutierrez Wealth Advisory screenshot 5
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About Gutierrez Wealth Advisory

Track your net worth including your managed investment portfolios
View each of your accounts individually to further analyze performance, allocations and more
Streamline communication with your financial advisor using two-way document sharing via the secure vault
Receive notifications when your advisor has posted a document to your vault

What’s new

Version 2.08 · Updated August 12, 2025

Update Target API

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