Client Center

Windsor Client Portal Demo

Access a complete view of your entire portfolio - anytime, anywhere, on any internet-connected device - all with a single login.

Windsor Client Portal Webpage

Click the logo below to access the Windsor Client Portal.

Windsor Client Portal App

Download the free Windsor Wealth Management Client Portal App on any smart device.

ShareFile Login

ShareFile is a secure tool Windsor Wealth Management uses to exchange private documents and files between advisors and clients. Email can be hacked and PDF passwords can be cracked. Sharefile offers the most secure encryption possible. ShareFile’s data centers are subject to SSAE 16 audits, which is an internationally recognized third party assurance audit standard. The system also monitors mobile device access and allows us to wipe clean any devices should you inform us your device was lost or stolen.

To access ShareFile, you may login below, visit ShareFile.com or download an app to your iPad or mobile phone.

Custodian Logins

Click the logo below to access your login page for that custodian.