SWMG 4+

Signature Wealth Management Group LLC

Designed for iPad

    • Free

Screenshots

Description

For Signature Wealth Management clients. Powered by Orion, access portfolio values, holdings summaries, and performance reporting from your mobile device.

App features:
- Access account information such as portfolio values, asset allocations, account activity, and account performance
- Downloadable quarterly newsletter and market commentary
- Advisor contact information available
- All information is protected with touch ID or password protected
- Contains news & market commentary

Here at Signature Wealth Management, we are dedicated to providing you with comprehensive financial advice to help you achieve your goals. A signature is a binding symbol of trust, a promise of honesty and integrity, and it is our assurance that commitments will be upheld and seen through.

What’s New

Version 4.4.0

Bug fixes and performance updates

App Privacy

The developer, Signature Wealth Management Group LLC, 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

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