Sanderson Wealth Management

Finance

Free

The Sanderson Wealth Management Client Portal is your centralized, secure access point for financial visibility and collaboration. Designed to support high-net-worth individuals and families, the portal brings together household and account balances, performance data, and asset allocation insights in one intuitive, easy-to-navigate platform. It also functions as a secure document vault, enabling safe storage and exchange of important financial documents with your advisory team. With this portal, you can: View real-time balances across all accounts and households Monitor investment performance and asset allocation Access a secure vault for statements and financial reports Exchange documents directly with your Sanderson team As part of our commitment to serving as your Family CFO, the portal is designed to strengthen communication, increase transparency, and support proactive planning—so you can lead with clarity, confidence, and peace of mind. Access Requirements: Access to the Sanderson Wealth Management Client Portal is available by request. Please contact your advisory service team to get started and receive your secure login credentials.

Ratings & Reviews

  • 5.0
    out of 5
    3 Ratings

• Login Security Enhancements • Performance Improvements • Bug Fixes

Version 1.96

The developer, Sanderson Wealth Management, LLC., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

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

    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Sanderson Wealth Management LLC
Size
  • 145.8 MB
Category
  • Finance
Compatibility
Requires iOS 12.4 or later.
  • iPhone
    Requires iOS 12.4 or later.
  • iPad
    Requires iPadOS 12.4 or later.
  • iPod touch
    Requires iOS 12.4 or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Black Diamond Wealth Platform
  • Developer Website
  • Privacy Policy

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