# SAM Client App

> Private-labeled investment management and financial account aggregation app. (iPhone/iPad app by Stansberry Asset Management, LLC.)

- Source: https://appshunter.io/ios/app/sam-client-app/id6450218663 (this page in markdown: same URL + `.md`)
- Developer: [Stansberry Asset Management, LLC](https://appshunter.io/developer/1692364409)
- Category: Finance, Business
- Price: Free
- Rating: 4.60/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2023-06-14
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sam-client-app/id6450218663/reviews.md

## What is SAM Client App?

This is our new advanced, private labeled app for all clients of SAM - Stansberry Asset Management. Inside this app you will be able to check performance, review portfolio construction, and understand overall investment selection and allocation. This new app will also allow you to stay connected with SAM in various ways such as subscribing to our NewsFeed, downloading reports, reviewing past webinars, or directly contacting and scheduling time with your Customer Relationship Manager. 
 This app will also introduce advanced reporting and interactive ways to monitor and understand your accounts and portfolios in ways you have never done before. You can also leverage this app to connect all of your financial accounts and keep track of all household investments, whether with SAM, or self-managed. Its powerful aggregation too allows you to keep track of all accounts in a single location.

## Key features

- Performance tracking
- Portfolio review
- Investment allocation
- NewsFeed subscription
- Report downloads
- Webinar archives
- Account aggregation

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/sam-client-app/id6450218663/reviews.md

### 3/5 — More improvement to be done

*2023-06-30*

Does not accept automatically the verification code. Unable to see details of expense types for any period other than YTD. Limited information all around. It just came out so it’s understandable, but improvement need to be done to keep up.

## Frequently asked questions about SAM Client App

### What is SAM Client App used for?

SAM 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.

### Can I connect external financial accounts to SAM Client App?

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.

### Is SAM Client App secure for my financial data?

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.

### How often is SAM Client App updated?

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.

### What devices support SAM Client App?

SAM Client App is compatible with iPhone, iPad, and iPod devices. It is designed to provide a seamless experience across Apple's mobile ecosystem.

### What is the user sentiment for SAM Client App?

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.

### Does SAM Client App have ads?

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.

### What are the main benefits of using SAM Client App?

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.

## 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 — 2024-04-11

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

### 5.5.2 — 2023-09-07

Bug fixes and performance updates

### 5.4.4 — 2023-07-11

Bug fixes and performance enhancements.

### 5.4.2 — 2023-06-14

No release notes.

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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 2026-06-11.*