HFG Mobile 4+
DDFG, Inc
Designed for iPad
-
- Free
Screenshots
Description
Highlights of what's available within the client portal app: • Managed account summary: Aggregate and individual account level holdings and performance over time • Financial plan - Access to your financial plan – updated with real-time account values. • Reports – easy to understand performance reports • Document Vault – a secure and simple way to get documents to and from our team. Managed account tax documents and statements can be placed here automatically • Credit & Identity Monitoring – via support from Experian, this helps to monitor: financial accounts, loans, address changes, SSN tracing, and dark web monitoring
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, DDFG, 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
- DDFG. Inc
- Size
- 42.6 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 DDFG, Inc
- Price
- Free