FORVIS Private Client (DHGWA)

FORVIS Private Client (DHGWA)

by Dixon Hughes Goodman Wealth Advisors LLC

1 ratings

Archived App (Last seen on 28 Feb 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
Rating summary
0
1
0
0
0

Details

  • Released
  • Updated
  • February 24, 2019
  • June 8, 2024
FORVIS Private Client (DHGWA) screenshot #1 for iPhone
FORVIS Private Client (DHGWA) screenshot #2 for iPhone
FORVIS Private Client (DHGWA) screenshot #3 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

Access your investment dashboard, account details, and a secure document vault. Connect directly with your financial advisory team for on-the-go wealth management.

Investment dashboard access
Account details viewing
Secure document vault
Direct team connection
On-the-go wealth management
Show original description

What's New in FORVIS Private Client (DHGWA)

1.80

June 8, 2024

* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability

More

FAQ

What is FORVIS Private Client?

FORVIS Private Client is a personal financial portal that provides access to your investment dashboard, account details, and a document vault. It allows you to connect with your FORVIS Private Client investment team directly from the app.

Is FORVIS Private Client free to use?

Yes, FORVIS Private Client is available for free download and use. There are no associated costs to access its core features for managing your wealth.

What devices does FORVIS Private Client support?

FORVIS Private Client is designed for iOS devices, including iPhone, iPad, and iPod. It is optimized for a seamless experience across these platforms.

How secure is FORVIS Private Client?

While specific security measures are not detailed, the app functions as a client portal for wealth management, implying a focus on data protection. Users can connect directly with their FORVIS Private Client investment team through the application.

How often is FORVIS Private Client updated?

The app was last updated on June 8, 2024, with version 1.80. This indicates a commitment to regular maintenance and potential feature enhancements.

What is the age rating for FORVIS Private Client?

FORVIS Private Client has an age rating of 4+. This suggests it is suitable for a broad audience, though its financial management features are primarily intended for adult users.

Can I view my investment performance on FORVIS Private Client?

Yes, the app provides access to your investment dashboard, which typically includes performance metrics and account details. You can manage your wealth on the go through this portal.

Does FORVIS Private Client have ads?

No, FORVIS Private Client does not contain advertisements. As a free application focused on financial management, it provides an ad-free experience for its users.