SageOak 4+‎

Name: SageOak
Author: SageOak Financial

SageOak Financial

مصمم لـ iPad

- مجانًا

الوصف

The SageOak™ client mobile app (powered by Orion) provides a simple, secure way for clients to view their financial and investment accounts in one place...

-View/track your investments and overall net worth
-View recent account statements and performance reports
-Stay up to date on client news and events
-More features coming soon!

SageOak Financial, LLC is based in Tulsa, OK, but we serve clients in person and virtually throughout the United States. Please visit www.sageoakfinancial.com for more info and to explore how we can help you on your financial journey to enjoy true financial peace through every season of life™.

Advisory services offered through SageOak Financial, LLC (SageOak), a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak. Please visit https://sageoak.co/disclosures to read SageOak's complete regulatory information and disclosures.

٧ سبتمبر ٢٠٢٤

الإصدار 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

أوضح المطور SageOak Financial، أن ممارسات خصوصية التطبيق قد تتضمن معالجة البيانات على النحو الموضح أدناه. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.