Fragasso Mobile 4+
Fragasso Financial Advisors, Inc.
Designed for iPad
-
- Free
Screenshots
Description
As a client of Fragasso Financial Advisors, you can receive free unlimited access to the Fragasso Client Portal and Mobile App. In this new intuitive app, clients can view current account balances, performance, and holdings. You will have access to monthly statements and the availability to connect with your financial advisor. Stay connected to Fragasso with access to blog updates and The Advisor magazine delivered directly to this portal. This app is available only to clients of Fragasso Financial Advisors. Clients must first establish an online account before downloading the app. The same login credentials with set up with your web-based account will work with the app. Please do not share your password with anyone.
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, Fragasso Financial Advisors, Inc., 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
- Provider
- Fragasso Financial Advisors, Inc.
- Size
- 39.9 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Fragasso Financial Advisors, Inc.
- Price
- Free