XML Financial Group
Personalized Wealth Management
Only for iPhone
Free
iPhone
You have spent your adult life saving and building wealth. What is it all for? What does it get you? We are the single point of contact to manage multiple facets of your financial life so that you get on living! We believe your advisor should: pursue excellence. Find genius. Communicate clearly. Be transparent. Be proactive. Seek to simplify. Treat you as family.
With the XML Financial Group mobile app, you can monitor your wealth management strategy in real time while gaining native access to the top commentary from the team.
Simply hold down on your home screen and you'll be able to put a widget that contains a real time updated list of articles we produce on a consistent basis.
Additionally push notifications can be sent to you for the most important news. Only available on iOS!
Ratings & Reviews
We had to update the First Clearing URL for the account logins.
The developer, XML Financial Group, 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- XML Financial Group
- Size
- 55 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2022 XMLFG