Curtis Advisory
Curtis Advisory Group, LLC Finance iPhoneiPadiPod touch
Curtis Advisory is a free Finance app for iPhone and iPad by Curtis Advisory Group, LLC. Requires iOS 13.4. Updated September 6, 2024.
- Price
- Free
- on the App Store
- Size
- 38 MB
- Age 4+
- Updated
- Sep 6
- 2024 · v5.14.0
Screenshots
About Curtis Advisory
Through this Mobile App, clients of Curtis Advisory Group, LLC can access many of the important details of your financial picture, all from your mobile device. www.curtisadvisorygroup.com | (805) 963-6181 | [email protected] Investment Advisory Services are offered through Curtis Advisory Group, LLC, a registered investment adviser.
What’s new
Version 5.14.0 · Updated September 6, 2024
- 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
App privacy
The developer, Curtis Advisory Group, LLC, 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
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