Sard Wealth Mgt
Developer: Sard Wealth Management Group, LLC
App Size: 43.3 MB
Release Date: Mar 15, 2023
Price: FREE
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Sard Wealth Mgt
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iPhone
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This Mobile App allows you to view account information and balances.
Sard Wealth Mgt 5.17.1 Update
Mar 15, 2023 Version History
- 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
~Sard Wealth Management Group, LLC
~Sard Wealth Management Group, LLC
More Information about: Sard Wealth Mgt
Price:
FREE
Version:
5.17.1
Compatibility:
Requires Requires iOS 13 or later
Bundle Id:
com.advisorlynx.mobileadvisor.sard
Size:
43.3 MB
Genre:
Finance
Release Date:
Mar 15, 2023
Last Update:
Mar 15, 2023
Content Rating:
4+
Developer:
Sard Wealth Management Group, LLC
Language:
English -
All Apps & Games Created by: Sard Wealth Management Group, LLC
