ABLE Financial 4+

ABLE Financial Group

Designed for iPad

    • Free

Screenshots

Description

This application is the access point for ABLE financial Group clients to view their account information, download statements, check investment allocation, and performance. It also provides a direct link to their financial plans and client vaults, if applicable.

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, ABLE Financial Group, 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

You Might Also Like

SCB Cash Management
Finance
NextGen 529
Finance
BNY Mellon | Pershing Access
Finance
Budget & Expense Tracking
Finance
My Heritage
Finance
OurCrowd: Investing Platform
Finance