SAM Client App 4+

Name: SAM Client App
Author: Stansberry Asset Management

Stansberry Asset Management

Desenvolvida para iPad

- Grátis

Descrição

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.

11/04/2024

Versão 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

O programador, Stansberry Asset Management, indicou que as práticas de privacidade da app podem incluir o tratamento de dados conforme descrito abaixo. Encontrará mais informação na política de privacidade do programador.