We’re updating the mobile version of the Client Portal to include the same features your clients love from the desktop version – now available on-the-go.

Features previously unavailable on the mobile site, like Goals or the Organizer, are now available through the WMBC Client Portal mobile experience. With this update, there’s no need to request the desktop site to access all the features of the Client Portal.

Check out a quick comparison of the old mobile site and new mobile experience below.

With this update, you will have a consistent and unified experience across all devices – from a mobile phone, tablet or personal computer – making it easier than ever for you to use the Client Portal from wherever they are.

If you have not yet set up your client portal or interested in having all your financial information in one location please let us know!

Are you taking more risk than you should?

Sign up for financial news and updates:

Make time for peace of mind.