United Asset 4+

United Asset Strategies, Inc

Designed for iPad

    • 5.0 • 1 Rating
    • Free

Screenshots

Description

This mobile app allows you to view account information, balances, recent transactions and easily contact your advisor, as well as access to all content posted by your advisor.

What’s New

Version 5.14.0

- 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

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, United Asset Strategies, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

See All
FirstMobile for Business
Finance
Papertrade Fantasy Stocks
Finance
Mobile Dime
Finance
United Fidelity Bank/BSC/ICB
Finance
Orion Mobile
Finance
10bII+
Finance