SAM Client App 4+

Stansberry Asset Management

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

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 on, for example, the features you use or your age. Learn More

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