SAM Client App

Finance

Free · Designed for iPad

This is our new advanced, private labeled app for all clients of SAM - Stansberry Asset Management. Inside this app you will be able to check performance, review portfolio construction, and understand overall investment selection and allocation. This new app will also allow you to stay connected with SAM in various ways such as subscribing to our NewsFeed, downloading reports, reviewing past webinars, or directly contacting and scheduling time with your Customer Relationship Manager. This app will also introduce advanced reporting and interactive ways to monitor and understand your accounts and portfolios in ways you have never done before. You can also leverage this app to connect all of your financial accounts and keep track of all household investments, whether with SAM, or self-managed. Its powerful aggregation too allows you to keep track of all accounts in a single location.

Ratings & Reviews

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- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

Version 5.14.0

The developer, Stansberry Asset Management, 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 Linked to You

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

    • Usage Data

  • Data Not Linked to You

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

    • Identifiers
    • Diagnostics

Privacy practices may vary based, for example, 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
    • Stansberry Asset Management, LLC
  • Size
    • 39.3 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 13.4 or later.
    • iPhone
      Requires iOS 13.4 or later.
    • iPad
      Requires iPadOS 13.4 or later.
    • iPod touch
      Requires iOS 13.4 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2024 Stansberry Asset Management, LLC
  • Developer Website
  • Privacy Policy

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