SageOak 4+
SageOak Financial
專為 iPad 設計
-
- 免費
截圖
簡介
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.
新內容
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
App 隱私權
開發者「SageOak Financial」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊，請參閱開發者的隱私權政策。
會與你連結的資料
系統可能會收集以下資料，並將其與你的身分連結：
- 使用狀況資料
不會與你連結的資料
系統可能會收集以下資料，但不會將其與你的身分連結：
- 識別碼
- 診斷
隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解
資訊
- 供應商
- SageOak Financial, LLC
- 大小
- 39.3 MB
- 類別
- 財經
- 相容性
-
- iPhone
- 需要 iOS 13.4 或以上版本。
- iPad
- 需要 iPadOS 13.4 或以上版本。
- iPod touch
- 需要 iOS 13.4 或以上版本。
- Mac
- 需要 macOS 11.0（或以上版本）以及配備 Apple M1（或以上版本）晶片的 Mac。
- Apple Vision
- 需要 visionOS 1.0 或以上版本。
- 語言
-
英文
- 年齡分級
- 4+
- Copyright
- © 2024 SageOak Financial, LLC
- 價格
- 免費