BRG Wealth 4+
Bay Rivers Group, Inc
Designed for iPad
-
- Free
Screenshots
Description
Our newly revised Mobile App gives you access to your accounts, performance and your holdings. If you would like to collaborate with us in developing your financial plan the answer is Yes! If you would like to view your quarterly performance statements and your custodial statements in one place the answer is Yes. If you would like to upload documents for storage, the answer is Yes. If you would like to contact us while you are in the App, the answer is yes. Welcome to the new client experience!
What’s New
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Ratings and Reviews
App Privacy
The developer, Bay Rivers Group, Inc, 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:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Bay Rivers Group inc
- Size
- 39.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Bay Rivers Group Incorporated
- Price
- Free