Screenshots

Description

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 and Reviews

5.0 out of 5
6 Ratings

6 Ratings

R.K.29 ,

Accessibility

This app helps me manage all of my assets on one platform. Very easy to use!

Enazuma master ,

Helpful

This app makes monitoring my performance super easy

Vetteguy54 ,

Well Done!

Very helpful in monitoring my accounts!

Information

Seller
SGH Wealth Management, LLC
Size
70.5 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages
Age Rating
17+
Unrestricted Web Access
Copyright
Price
Free

Supports

  • Family Sharing

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

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