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Highlights of what's available within the client portal app:

HFG Mobile

by DDFG, Inc

What is it about?

Highlights of what's available within the client portal app:

App Details

Version
5.14.0
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 6, 2024
Release date
October 11, 2022
More info

App Screenshots

App Store Description

Highlights of what's available within the client portal app:
• Managed account summary: Aggregate and individual account level holdings and performance over time
• Financial plan - Access to your financial plan – updated with real-time account values.
• Reports – easy to understand performance reports
• Document Vault – a secure and simple way to get documents to and from our team. Managed account tax documents and statements can be placed here automatically
• Credit & Identity Monitoring – via support from Experian, this helps to monitor: financial accounts, loans, address changes, SSN tracing, and dark web monitoring

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