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Screenshots

  • SFG Mobile screenshot 1
  • SFG Mobile screenshot 2
  • SFG Mobile screenshot 3
  • SFG Mobile screenshot 4

About SFG Mobile

Allows holders of accounts at Shum Financial Group to view portfolio values, holding summaries, performance, and quickly contact your advisor.

What’s new

Version 6.0 · Updated February 11, 2025

Convenient, secure access to view your accounts - Track your net worth including your managed investment portfolios - View each of your accounts individually to further analyze performance, allocations and more - Streamline communication with your financial advisor using two-way document sharing via the secure vault - Receive notifications when your advisor has posted a document to your vault

App privacy

The developer, Shum Financial Group, Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

Alternatives to SFG Mobile

Looking for apps like SFG Mobile? Here are 6 similar apps on the App Store. The highest rated is Ascent Wealth Management Group (5.0/5), and all 6 are free to download.

SFG Mobile vs. alternatives
App Rating Price Last updated Compare
SFG Mobile 5.0 / 5 (3 ratings) Free February 11, 2025
SFG App – Free Jun 26, 2025 Compare
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Schwan Financial Group LLC 5.0 / 5 (1) Free Sep 15, 2026 Compare
Insurapath, Inc. 4.5 / 5 (53) Free Aug 26, 2026 Compare
Wilmington Trust 5.0 / 5 (11) Free Apr 28, 2025 Compare

Compare SFG Mobile with the top alternatives: ratings, updates, ASO score and keyword gaps →