About
Access your wealth management portfolio with an intuitive and secure mobile interface. View your financials, track investments, and securely manage documents.
What's New in Clifford Group
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 is Clifford Group?
Clifford Group is a mobile application designed exclusively for TCG wealth management clients. It provides a secure and stylish interface to access portfolio data, view financials, and manage documents.
Is Clifford Group secure?
Yes, Clifford Group emphasizes security with an end-to-end encrypted document vault for securely sending and receiving files. The interface is described as secure for accessing your financial information.
What kind of financial information can I see in Clifford Group?
You can view an interactive dashboard showing your comprehensive financial picture, a snapshot of your total portfolio, and dynamic reports with current investment information.
What devices does Clifford Group support?
Clifford Group is available on iPhone, iPad, and iPod devices, as indicated by its supported devices list.
How often is Clifford Group updated?
The app was last updated on September 10, 2024, with version 5.14.0, suggesting regular updates to maintain functionality and security.
What is the user rating for Clifford Group?
Clifford Group has a rating of 3.7 stars based on 3 ratings, indicating a generally positive but mixed user reception.
Does Clifford Group have ads?
No, the provided data indicates that Clifford Group does not have advertisements.
What is the age rating for Clifford Group?
Clifford Group has an age rating of 4+, making it suitable for a wide range of users.
