# Clifford Group

> Secure wealth management client portal for portfolio tracking and document management. (iPhone/iPad app by THE CLIFFORD GROUP LLC.)

- Source: https://appshunter.io/ios/app/clifford-group/id1625369759 (this page in markdown: same URL + `.md`)
- Developer: [THE CLIFFORD GROUP LLC](https://appshunter.io/developer/1625369761)
- Category: Finance, Business
- Price: Free
- Rating: 3.67/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2022-05-21
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/clifford-group/id1625369759/reviews.md

## What is Clifford Group?

Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients. Users have access to their portfolio dat in a simple, stylish and secure interface. This easy-to-use mobile app provides an intuitive dashboard of your financials, including a secure document vault and interactive reports. TOP FEATURES -Interactive dashboard showing your comprehensive financial picture -A snapshot of your total portfolio on a combined basis or by individual accounts -Dynamic repots with current investment information -End to end encrypted document vault for securely sending and receiving files

## Key features

- Interactive financial dashboard
- Portfolio snapshot
- Dynamic investment reports
- Secure document vault
- End-to-end encrypted file sharing


## Frequently asked questions about Clifford Group

### 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.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.2.18 — 2022-06-24

Bug fixes and performance updates

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| [Madison Wealth Management](https://appshunter.io/ios/app/madison-wealth-management/id1504280439) | — | Free | Finance |

## Related topics

[clifford](https://appshunter.io/ios/topics/clifford)

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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 2026-06-05.*