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/

Ratings and Reviews

5.0 out of 5
8 Ratings

8 Ratings

Cbh0511 ,

All accounts in one place

Great easy to use app. All my accounts are in one central place.

Struggling Player ,

Love it!

I really like the app! It’s so helpful to see all the accounts I have in one place.

R.K.29 ,

Accessibility

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

App Privacy

The developer, SGH Wealth Management, 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.

You Might Also Like