SGH Wealth Management 17+
SGH Wealth Management
Designed for iPad
-
- Free
Screenshots
Description
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/
What’s New
Version 2.0.1190646
Updated features and removed bugs.
Ratings and Reviews
All accounts in one place
Great easy to use app. All my accounts are in one central place.
Love it!
I really like the app! It’s so helpful to see all the accounts I have in one place.
Accessibility
This app helps me manage all of my assets on one platform. Very easy to use!
App Privacy
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
Information
- Seller
- SGH Wealth Management, LLC
- Size
- 68.8 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.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2024 SGH Wealth Management, LLC
- Price
- Free