Screenshots

Description

For more than 25 years, OFS has helped athletes and celebrities manage their wealth.  OFS helps professional athletes achieve a lifetime of financial independence by working to maximize their savings and investments. We pride ourselves on helping our clients understand their finances so they can enjoy the lifestyle they worked so hard to earn.  OFS delivers complex solutions simply. 

The OFS mobile app for iPhone keeps you up-to-date on the market value of your OFS investment portfolio and the balance of your bill pay account.  Features of the app include:

CLIENT DASHBOARD

My Key Performance Indicator
- Market Value - OFS Investment Portfolio
- Account Balance – OFS/SunTrust Transaction Account

Your Asset Allocation
Winners
Losers

ACCOUNT & ACCOUNT SUMMARY

Accounts
- Pie Chart Accounts
- Summary List

Groups
- Pie Charts Accounts
- Summary List

Asset Class Allocation & Industry Group
- Pie Chart
- Summary List

Performance
- Bar Chart Performance
- Month to Date (MTD), Quarter to Date (QTD), Year to Date (YTD)

Account Performance vs. Benchmark
- Bar Chart Performance
- Month to Date (MTD), Quarter to Date (QTD), Year to Date (YTD)

Winners
- Bar Chart
- Top 5 Unrealized Gain/Loss Holdings

Losers
- Bar Chart
- Top 5 Unrealized Gain/Loss Holdings

HOLDINGS

Asset Class Level 1 Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List

Sub Asset Class Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List

Industry Sector Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List

Country Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List

Currency Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List

MARKET DATA
Security Information
Price
Gain/Loss
Market Metrics

NEWS
Yahoo Financial
Reuters

What’s New

Version 2.3

- Enhanced user interface
- Asset strategy portfolio view
- Document sharing and viewing

App Privacy

The developer, LIGHT[PORT], has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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