SFG Mobile
Shum Financial Group, Inc. Finance iPhoneiPadiPod touch
SFG Mobile is a free Finance app for iPhone and iPad by Shum Financial Group, Inc. Rated 5.0/5 from 3 ratings. Requires iOS 12.0. Updated February 11, 2025.
- Rating
- 5.0
- 3 ratings
- Price
- Free
- on the App Store
- Size
- 1 MB
- Age 17+
- Updated
- Feb 11
- 2025 · v6.0
Screenshots
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
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| SFG Mobile | 5.0 / 5 (3 ratings) | Free | February 11, 2025 | |
| SFG App | – | Free | Jun 26, 2025 | Compare |
| Statheros | – | Free | Mar 26, 2025 | Compare |
| Ascent Wealth Management Group | 5.0 / 5 (2) | Free | Sep 15, 2026 | Compare |
| 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 →