PAG Mobile 4+

Name: PAG Mobile
Author: Prosperity Advisory Group LLC

Prosperity Advisory Group LLC

專為 iPad 設計

- 免費

簡介

Clients of Prosperity Advisory Group, LLC can now stay on track with their financial prosperity anytime, anywhere with access to their portfolio balance, performance information, and secure document sharing on the go.

Important Notices and Disclosures
To use this app, you must be a registered user of the Prosperity Advisory Group, LLC client portal. To register for first time access or help resetting login credentials, please contact your advisor’s office. Please note, this app is for information reporting purposes only. To initiate transactions or to make changes to your information / accounts, please contact the advisor’s office directly. Information reported on the app does not supersede any information you receive from the reporting financial institution directly.
Securities offered through Cadaret, Grant & Co, Inc., Syracuse NY - Member FINRA and SIPC. Advisory Services offered through Prosperity Advisory Group, LLC, an SEC Registered Investment Advisor. Prosperity Advisory Group, LLC, and Cadaret, Grant & Co, Inc. are separate entities.

2024年9月6日

版本 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