# B.I.G. Investment Services

> Financial services app guiding clients through needs assessment and service alignment. (iPhone/iPad app by Circleblack Inc..)

- Source: https://appshunter.io/ios/app/big-investment-services/id6474856975 (this page in markdown: same URL + `.md`)
- Developer: [Circleblack Inc.](https://appshunter.io/developer/953900374)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 15 MB
- Languages: English
- Released: 2024-01-19
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/big-investment-services/id6474856975/reviews.md

## What is B.I.G. Investment Services?

We aim to learn about our clients' needs and determine whether or not our services are the right fit for them. We leverage the following five steps when working with our clients from day one throughout their relationship with BIG Investments.

- Clear Focus

- Tactical

- Scalable

- Purposeful Service

- Money Aligned with Your Life

## Key features

- Client needs assessment
- Service fit determination
- Five-step client process
- Clear focus strategy
- Tactical financial planning
- Scalable service options
- Purposeful financial guidance


## Frequently asked questions about B.I.G. Investment Services

### What is the primary purpose of B.I.G. Investment Services?

B.I.G. Investment Services aims to help clients understand their financial needs and determine the suitability of its services. It outlines a five-step process to guide clients through their relationship with the company.

### How does B.I.G. Investment Services approach client relationships?

The app details a five-step approach: Clear Focus, Tactical, Scalable, Purposeful Service, and Money Aligned with Your Life. This structured method ensures a tailored experience for each client.

### Is B.I.G. Investment Services available on multiple devices?

Yes, B.I.G. Investment Services is available for iPhone, iPad, and iPod devices, offering accessibility across Apple's mobile ecosystem.

### What is the age rating for B.I.G. Investment Services?

B.I.G. Investment Services has an age rating of 4+, making it suitable for a broad audience.

### How often is B.I.G. Investment Services updated?

The app was last updated on May 2, 2024, with version 23.3.2, indicating regular maintenance and potential feature additions.

### What is the user rating for B.I.G. Investment Services?

B.I.G. Investment Services boasts a perfect 5.0-star rating based on one review, suggesting a highly positive initial user experience.

### Does B.I.G. Investment Services have ads?

No, B.I.G. Investment Services is ad-free, providing an uninterrupted user experience.

### Are there in-app purchases available in B.I.G. Investment Services?

No, B.I.G. Investment Services does not feature any in-app purchases, meaning all core functionalities are accessible without additional cost.

## Version history (last 3 releases)

### 23.3.2 — 2024-05-02

Updated name and logo. Version 23.3.2

### 23.3.1 — 2024-04-04

Updated name and logo.

### 23.3.0 — 2024-01-19

No release notes.

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## More apps by Circleblack Inc.

- [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375)
- [Wayfinding Financial](https://appshunter.io/ios/app/wayfinding-financial/id1503058206)
- [Rovin Capital](https://appshunter.io/ios/app/rovin-capital/id1564312033)
- [Robertson Stephens](https://appshunter.io/ios/app/robertson-stephens/id1579092070)
- [Financial Gravity](https://appshunter.io/ios/app/financial-gravity/id1600711049)
- [Cross State Financial](https://appshunter.io/ios/app/cross-state-financial/id1607172605)

All apps by Circleblack Inc.: https://appshunter.io/developer/953900374

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*