Parr McKnight Mobile 4+
Parr McKnight Wealth Management Group, LLC
Designed for iPad
-
- Free
Screenshots
Description
Our wealth management app gives our clients access to their complete financial picture wherever they are.
(1) Portfolio insights & performance metrics
(2) Secure online document vault
(3) Manage all your accounts in one place
(4) Access your advisory team when you need
(5) Track your net worth over time
At Parr McKnight, it’s our mission to enhance the quality of our clients’ lives and bring prosperity and blessings to those we serve.
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
App Privacy
The developer, Parr McKnight Wealth Management Group, 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:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Parr McKnight Wealth Management Group, LLC
- Size
- 39.4 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 Parr McKnight Wealth Management Group, LLC
- Price
- Free