SageView Wealth Management 17+
SageView Advisory Group
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor
As a SageView client, you have access to an intuitive financial dashboard of your finances, document vault, interactive reports, and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your wealth advisor.
• And more!
App Privacy
The developer, SageView Advisory Group, 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.
Information
- Seller
- SageView Advisory Group, LLC
- Size
- 70.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2020 SageView Advisory Group, LLC
- Price
- Free