About
Access your financial accounts, performance, and holdings. Securely upload documents, view statements, and communicate with your financial advisor directly within the app. Experience a seamless client portal for managing your financial plan.
What's New in BRG Wealth
5.14.0
September 10, 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
MoreFAQ
What can I do with BRG Wealth?
BRG Wealth allows you to access your accounts, view performance and holdings, upload documents for storage, and access quarterly and custodial statements. You can also contact your financial advisor directly through the app.
Is BRG Wealth secure for my financial information?
While specific security protocols are not detailed, the app is designed for managing financial accounts, implying security measures are in place. It is rated for ages 4+ and has received a perfect 5.0-star rating from its users.
How often is BRG Wealth updated?
The app was last updated on September 10, 2024, with version 5.14.0. This indicates a commitment to regular updates and maintenance for its users.
What devices support BRG Wealth?
BRG Wealth is available on iPhone, iPad, and iPod devices. It is designed to provide a seamless client experience across Apple's mobile ecosystem.
Does BRG Wealth have ads?
No, BRG Wealth does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions from ads.
What is the user feedback on BRG Wealth?
BRG Wealth has received a perfect 5.0-star rating from its users, based on one review. This suggests a highly positive user sentiment regarding its functionality and experience.
Can I collaborate on my financial plan using BRG Wealth?
Yes, the app explicitly states that you can collaborate on your financial plan. It facilitates communication with your financial advisor and provides access to relevant planning documents.
