Manage your investments with this private-labeled application. Track portfolio performance, review investment strategies, and access financial reports. Connect all your household accounts in one place for a comprehensive view of your assets.
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
MoreSAM Client App allows Stansberry Asset Management clients to check investment performance, review portfolio construction, and understand investment allocation. It also provides access to a NewsFeed, reports, webinar archives, and direct contact with their Customer Relationship Manager.
Yes, SAM Client App features powerful aggregation tools that allow you to connect all your financial accounts, including those managed by SAM and self-managed ones, to track all household investments in a single location.
While specific security measures are not detailed, the app is designed for private-labeled use by Stansberry Asset Management clients, implying a focus on client data protection. It is rated for ages 4+ and available on iPhone and iPad.
The latest version, 5.14.0, was last updated on September 10, 2024. This indicates a relatively active development cycle, with updates likely occurring to improve features and address any issues.
SAM Client App is compatible with iPhone, iPad, and iPod devices. It is designed to provide a seamless experience across Apple's mobile ecosystem.
SAM Client App has received a high rating of 4.6 stars from 5 ratings, suggesting that users who have provided feedback are generally very satisfied with its performance and features.
No, SAM Client App does not contain advertisements. The app is free to download and use, focusing on providing a clean and uninterrupted experience for its users.
Key benefits include advanced reporting, interactive portfolio monitoring, and the ability to aggregate all household investments in one place. Users can also stay connected with SAM through its NewsFeed and direct communication features.
