Hill Island Financial 4+

Hill Island Financial LLC

Designed for iPad

    • Free

Screenshots

Description

Independent, fiduciary financial advisor providing goal-based guidance to help tackle our clients’ challenges and achieve their dreams. Ready to take the first step toward achieving your long-term goals? Learn more at hillislandfinancial.com At Hill Island Financial, we provide purpose-driven advice and comprehensive financial planning services to help our clients achieve their dreams. We take a comprehensive approach to guiding individuals, families and business owners toward their version of financial success. If you’re interested in learning more about how we can help you on the path toward accomplishing your goals, contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.

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, Hill Island 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

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