Archived App
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.
About
This app offers a secure platform to consolidate and monitor all your financial and investment accounts in one place. It facilitates easy collaboration with your financial advisor, providing custom reports and alerts to help you achieve your financial goals.
What's New in SageOak
2.3.2
December 29, 2020
New name
Developer apps
FAQ
Is SageOak secure for my financial information?
Yes, SageOak utilizes state-of-the-art encryption and security measures to protect your financial data. The app is designed to provide a simple and secure way to view and track all your accounts.
How do I get started with SageOak?
To set up your account, contact your SageOak financial advisor or visit sageoak.co/phonecall to schedule an initial consultation. This will help determine if pursuing an advisory relationship is suitable for you.
Can I track all my financial accounts with SageOak?
Yes, SageOak provides a comprehensive overview of all your assets and liabilities, allowing you to track all your financial and investment accounts in one place.
Does SageOak offer personalized financial advice?
SageOak Financial, LLC is a registered investment adviser. They can provide personalized investment advice in states where they are registered. You can request their Disclosure Brochure (Form ADV Part II) for details on services and fees.
What devices is SageOak available on?
SageOak is available on iPhone, iPad, and iPod. It is designed for users who want to manage their finances on Apple mobile devices.
How often is SageOak updated?
The latest version of SageOak is 2.3.2, last updated on December 29, 2020. While the last update was in 2020, users can contact the developer for information on future updates.
What is the user rating for SageOak?
SageOak has a perfect rating of 5.0 stars from 1 rating. This indicates a highly positive initial user experience based on available data.
Can I share information with my financial advisor through SageOak?
Yes, the app is designed to easily share information with your financial advisor. This collaboration helps in planning and making progress towards your financial goals.
