SGH Wealth Management

Finance

Free · Designed for iPad. Not verified for macOS.

See your complete financial picture and interact with your financial advisor. SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include: • Detailed Portfolio Performance & Analytics • Aggregate & Connect Outside Accounts (All your money in one place) • Direct Access to Your Up-To-Date Retirement Plan • Advanced Financial Planning Calculators • Secure Document Portal *More info can be found at: https://sghwm.com/contact/videos/

Ratings & Reviews

  • 5.0
    out of 5
    7 Ratings

Updated features and removed bugs.

Version 2.0.1190646

The developer, SGH Wealth Management, 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 Not Collected

    The developer does not collect any data from this app.

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

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • SGH Wealth Management, LLC
    Size
    • 68.8 MB
    Category
    • Finance
    Compatibility
    Requires iOS 10.0 or later.
    • 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.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Age Rating
    16+
    Copyright
    • © 2024 SGH Wealth Management, LLC
  • Developer Website
  • Privacy Policy
  • License Agreement

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