Granite Portal 4+
Granite Financial Partners, LLC
Designed for iPad
-
- Free
Screenshots
Description
The easiest way to check your Granite Financial Partners investment accounts, even on the go! Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point.
Some key features of the app are:
Easy, Convenient & Secure
• Simply login to the app using your same Granite Financial Partners Client Portal username and password (or follow alternative instructions if provided)
• No sensitive account information is ever stored on your mobile device
Connects you with the details:
• Quickly check account balances 24/7
• View charts summarizing accounts
• Click to call or email your client service team
What’s New
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
App Privacy
The developer, Granite Financial Partners, 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 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
- Granite Financial Partners LLC
- Size
- 42.9 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 Granite Financial Partners, LLC
- Price
- Free