Fully Financial 4+
Fully Financial, LLC
Designed for iPad
-
- Free
Screenshots
Description
With the Fully Financial mobile app, you have 24/7 access to track all your Fully managed accounts in one place, view your account statements, and download files using a dedicated Document Vault.
Just like the high-touch, personalized financial planning and investment management services you've come to expect from the Fully team, our mobile app brings even greater clarity and confidence to your hard-earned savings.
See your financial picture fully — no matter where you are. Download the Fully Financial mobile app today.
*Exclusive access to this application is reserved for clients of Fully Financial. For more information about Fully Financial, including our services and pricing, visit https://www.fullyfin.com
Fully Financial is a registered investment adviser with the state of Georgia, and may only transact business with residents of Georgia, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
© Fully Financial, LLC. All rights reserved.
What’s New
Version 5.14.0
- 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
App Privacy
The developer, Fully Financial, 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 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 on, for example, the features you use or your age. Learn More
Information
- Provider
- Fully Financial, LLC
- Size
- 39.2 MB
- Category
- Finance
- Compatibility
-
- 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 Fully Financial, LLC
- Price
- Free