Tremont SFG 4+
Tremont Street Financial Group, LLC
Designed for iPad
-
- Free
Screenshots
Description
Your financial wellness is more than just investment performance. Now you can access your financial information all in one place.
The Tremont Street FG App gives clarity into your finances in one convenient application. Now you can access all of your financial accounts in one place. Even accounts that are held at different institutions can be accessed through this app, allowing you to get the full picture of your finances in one place.
Download the app now and take control of your finances.
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, Tremont Street Financial Group, 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
- Seller
- Tremont Street Advisors, 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 Tremont Street Financial Group, LLC
- Price
- Free