SAM Client App 4+
Stansberry Asset Management
專為 iPad 設計
-
- 免費
螢幕截圖
描述
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.
最新功能
版本 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 私隱
開發者表明Stansberry Asset Management的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
與你連結的資料
開發者可能會收集以下資料並連結你的個人身份：
- 使用資料
不會與你連結的資料
開發者可能會收集以下資料，但不會連結你的個人身份：
- 識別碼
- 診斷
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- Stansberry Asset Management, LLC
- 大小
- 39.3 MB
- 類別
- 理財
- 兼容性
-
- iPhone
- 須使用 iOS 13.4 或以上版本。
- iPad
- 須使用 iPadOS 13.4 或以上版本。
- iPod touch
- 須使用 iOS 13.4 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
-
英文
- 年齡
- 4+
- Copyright
- © 2024 Stansberry Asset Management, LLC
- 價格
- 免費