Leave a Review SFG Mobile
App Review
Easy to use!
5.14.0
September 5, 2024
- 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
More5.13.2
June 27, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.5.2
September 7, 2023
Bug fixes and performance updates
5.4.2
May 11, 2023
Bug fixes and performance updates
4.4.0
October 7, 2021
Bug fixes and performance updates
4.1.0
July 9, 2018
This app has been updated by Apple to display the Apple Watch app icon. Updates to available integrations
More3.3.0
October 3, 2017
- Forgot Password - Cloud Storage - Commentary - Fixes account display
More3.2.5
July 21, 2017
Yes, SFG Mobile is optimized for iPad devices.
SFG Mobile was released by Shum Financial Group, Inc..
The SFG Mobile app requires iOS 13.4 or later.
Users have overwhelmingly positive things to say about SFG Mobile, as evidenced by its stellar rating of 5 out of 5.
The App Category Of The Sfg Mobile App Is Finance.
5.14.0 is the current version of SFG Mobile.
The latest update for SFG Mobile was released on October 5, 2024.
The app was initially released on February 5, 2023.
Designed for children, contains no adult material.
Currently, the SFG Mobile app supports the following languages: English.
Sorry, SFG Mobile is not part of Apple Arcade.
No, SFG Mobile is not eligible for in-app purchases.
No, SFG Mobile does not offer compatibility with Apple Vision Pro.
No, you can not expect ads while using SFG Mobile.