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Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients

Clifford Group

by THE CLIFFORD GROUP LLC

What is it about?

Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients. Users have access to their portfolio dat in a simple, stylish and secure interface. This easy-to-use mobile app provides an intuitive dashboard of your financials, including a secure document vault and interactive reports. TOP FEATURES -Interactive dashboard showing your comprehensive financial picture -A snapshot of your total portfolio on a combined basis or by individual accounts -Dynamic repots with current investment information -End to end encrypted document vault for securely sending and receiving files

App Details

Version
5.14.0
Rating
(2)
Size
37Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
May 21, 2022
More info

App Screenshots

App Store Description

Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients. Users have access to their portfolio dat in a simple, stylish and secure interface. This easy-to-use mobile app provides an intuitive dashboard of your financials, including a secure document vault and interactive reports. TOP FEATURES -Interactive dashboard showing your comprehensive financial picture -A snapshot of your total portfolio on a combined basis or by individual accounts -Dynamic repots with current investment information -End to end encrypted document vault for securely sending and receiving files

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