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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 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
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.