Greenwood Gearhart Client App 4+

Greenwood Gearhart Inc.

    • 4.0 • 4 Ratings
    • Free

Screenshots

Description

The Greenwood Gearhart App is for Greenwood Gearhart clients and enables access to their portfolio on the go! Featuring a Portfolio Dashboard, Relationship Timeline, Document Vault, and more, the Greenwood Gearhart Client App is a great way to stay in touch with your dedicated wealth management team.

What’s New

Version 1.78

* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability

Ratings and Reviews

4.0 out of 5
4 Ratings

4 Ratings

sutra2015 ,

Nice Work!

It’s so convenient to have access to our portfolio through this app rather than navigating a web site or shuffling through papers. Thank you!

App Privacy

The developer, Greenwood Gearhart Inc., 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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