
Free
About
This mobile app allows you to log into your Shepherd Financial client portal, view account information, and check balances. Contact Shepherd Financial at shepfinteam@shepherdfin.com for login help.
What's New in ShepFinancial
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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