Clifford Group
Users have access to portfolio data in a simple stylish and secure interface.
Developer: The Clifford Group Developer
App Size: Varies With Device
Release Date: May 20, 2022
Price: Free
Finance
Clifford Group
Screenshots for App
Mobile
Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients. Users have access to their portfolio data in a simple, stylish and secure interface. This easy-to-use mobile app provides an intuitive dashboard of your financials, including a secure document vault and interactive reports.
TOP FEATURES
-Interactive dashboard showing your comprehensive financial picture
-A snapshot of your total portfolio on a combined basis or by individual accounts
-Dynamic reports with current investment information
-End to end encrypted document vault for securely sending and receiving files
TOP FEATURES
-Interactive dashboard showing your comprehensive financial picture
-A snapshot of your total portfolio on a combined basis or by individual accounts
-Dynamic reports with current investment information
-End to end encrypted document vault for securely sending and receiving files
Clifford Group 5.5.0 Update
2023-07-25 Version History
Mobile App will now use similar reporting logic as the desktop version of the Portal
Document Vault will now pull in similar documents as the desktop version of the Portal
~The Clifford Group Developer
Document Vault will now pull in similar documents as the desktop version of the Portal
~The Clifford Group Developer
More Information about: Clifford Group
Price:
Free
Version:
5.5.0
Downloads:
20
Compatibility:
Android 6.0
Bundle Id:
com.advisorlynx.mobileadvisor.clifford
Size:
Varies With Device
Last Update:
2023-07-25
Content Rating:
Everyone
Release Date:
May 20, 2022
Content Rating:
Everyone
Developer:
The Clifford Group Developer
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