Granite Portal 4+

Granite Financial Partners, LLC

Designed for iPad

    • Free

Screenshots

Description

The easiest way to check your Granite Financial Partners investment accounts, even on the go! Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point.
Some key features of the app are:
Easy, Convenient & Secure
• Simply login to the app using your same Granite Financial Partners Client Portal username and password (or follow alternative instructions if provided)
• No sensitive account information is ever stored on your mobile device
Connects you with the details:
• Quickly check account balances 24/7
• View charts summarizing accounts
• Click to call or email your client service team

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, Granite Financial Partners, 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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