About
Manage your wealth and connect with your financial advisor through this mobile application. Access essential tools to oversee your finances and facilitate collaboration with your advisor.
What's New in SAP Client Portal
5.17.0
January 27, 2025
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
MoreFAQ
What is SAP Client Portal?
SAP Client Portal is a mobile application designed to help users manage their wealth and collaborate with their financial advisor. It provides tools for overseeing finances and facilitating communication.
Is SAP Client Portal free to use?
Yes, SAP Client Portal is available for free download and use. There are no associated costs to access its wealth management and advisor collaboration features.
What devices support SAP Client Portal?
SAP Client Portal is compatible with iPhone, iPad, and iPod devices. It is designed for use on Apple's mobile operating system.
How secure is SAP Client Portal?
While specific security measures are not detailed, financial management apps typically employ robust security protocols to protect user data. Users can expect standard industry practices for safeguarding financial information.
When was SAP Client Portal last updated?
The latest version of SAP Client Portal, 5.17.0, was last updated on January 27, 2025. This indicates regular updates to maintain functionality and security.
What is the age rating for SAP Client Portal?
SAP Client Portal has an age rating of 4+. This suggests it is suitable for users of all ages, with no content restrictions.
Does SAP Client Portal have ads?
No, SAP Client Portal does not contain advertisements. The app is free to use and does not display any ads to its users.
What do users think of SAP Client Portal?
Based on available data, SAP Client Portal has received a perfect 5.0-star rating from one review. This suggests a highly positive initial user experience.
