# SFG Mobile

> Finance app for Shum Financial Group clients to manage portfolios and contact advisors. (iPhone/iPad app by Shum Financial Group, Inc..)

- Source: https://appshunter.io/ios/app/sfg-mobile/id1261915934 (this page in markdown: same URL + `.md`)
- Developer: [Shum Financial Group, Inc.](https://appshunter.io/developer/1261915933)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 12.0 · 0 MB
- Languages: American English
- Released: 2017-07-21
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sfg-mobile/id1261915934/reviews.md

## What is SFG Mobile?

Allows holders of accounts at Shum Financial Group to view portfolio values, holding summaries, performance, and quickly contact your advisor.

## Key features

- View portfolio values
- See holding summaries
- Track performance
- Contact advisor
- Account access

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/sfg-mobile/id1261915934/reviews.md

### 5/5 — App Review

*2023-06-08*

Easy to use!

## Frequently asked questions about SFG Mobile

### What can I do with SFG Mobile?

SFG Mobile allows you to view your portfolio values, holding summaries, and performance metrics. You can also quickly contact your Shum Financial Group advisor directly through the app.

### Is SFG Mobile secure for my financial data?

While specific security protocols are not detailed, financial apps typically employ industry-standard encryption and security measures to protect user data. It is always recommended to use strong, unique passwords.

### What financial institutions does SFG Mobile support?

SFG Mobile is designed specifically for holders of accounts at Shum Financial Group. It does not support integration with other financial institutions.

### Can I make transactions through SFG Mobile?

The app description focuses on viewing portfolio information and contacting an advisor. It does not mention the capability to perform financial transactions directly within the application.

### How often is SFG Mobile updated?

The latest version, 6.0, was last updated on February 11, 2025. This indicates a commitment to regular updates and improvements for the application.

### What devices is SFG Mobile available on?

SFG Mobile is available for iPhone, iPad, and iPod touch devices, as indicated by its supported device list.

### What is the age rating for SFG Mobile?

SFG Mobile has an age rating of 17+, suggesting it may contain content or features deemed appropriate for mature users.

### Does SFG Mobile have ads?

No, SFG Mobile does not contain advertisements. The 'hasAds' flag is set to false, meaning users can access all features without interruption from ads.

## Version history (last 5 releases)

### 6.0 — 2025-02-11

Convenient, secure access to view your accounts
 - Track your net worth including your managed investment portfolios
 - View each of your accounts individually to further analyze performance, allocations and more
 - Streamline communication with your financial advisor using two-way document sharing via the secure vault
 - Receive notifications when your advisor has posted a document to your vault

### 5.14.0 — 2024-09-05

- 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

### 5.13.2 — 2024-06-27

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.5.2 — 2023-09-07

Bug fixes and performance updates

### 5.4.2 — 2023-05-11

Bug fixes and performance updates

## Apps similar to SFG Mobile

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Together Plan](https://appshunter.io/ios/app/together-plan/id1134046345) | 5.0 (1) | Free | Finance |
| [WealthMark Mobile](https://appshunter.io/ios/app/wealthmark-mobile/id849737234) | 3.0 (1) | Free | Finance |
| [AbsCap Mobile](https://appshunter.io/ios/app/abscap-mobile/id424080149) | — | Free | Finance |
| [Robinson Value Management](https://appshunter.io/ios/app/robinson-value-management/id494660277) | — | Free | Finance |
| [Monument Wealth](https://appshunter.io/ios/app/monument-wealth/id1419786088) | 5.0 (2) | Free | Finance |
| [Sollinda](https://appshunter.io/ios/app/sollinda/id6473197764) | — | Free | Finance |

## Related topics

[sfg mobile](https://appshunter.io/ios/topics/sfg-mobile)

---

*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 2026-06-01.*