XML Financial Group 4+
Personalized Wealth Management
XML Financial Group
-
- Free
iPhone Screenshots
Description
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!
What’s New
Version 1.2.5
Updates to location information (fax, phone, address).
Ratings and Reviews
App Privacy
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
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- XML Financial Group
- Size
- 49.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 XMLFG
- Price
- Free