Curtis Advisory 4+

Curtis Advisory Group, LLC

Designed for iPad

    • Free

Screenshots

Description

Through this Mobile App, clients of Curtis Advisory Group, LLC can access many of the important details of your financial picture, all from your mobile device. www.curtisadvisorygroup.com | (805) 963-6181 | info@curtisadvisory.com Investment Advisory Services are offered through Curtis Advisory Group, LLC, a registered investment adviser.

What’s New

Version 5.9.0

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

App Privacy

The developer, Curtis Advisory Group, 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, for example, based on the features you use or your age. Learn More

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