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 ReviewsSee All
This app helps me manage all of my assets on one platform. Very easy to use!
This app makes monitoring my performance super easy
Very helpful in monitoring my accounts!
- SGH Wealth Management, LLC
- 70.5 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Unrestricted Web Access
- © 2020 SGH Wealth Management, LLC
With Family Sharing set up, up to six family members can use this app.