Clifford Group

THE CLIFFORD GROUP LLC Finance iPhoneiPadiPod touch

Clifford Group is a free Finance app for iPhone and iPad by THE CLIFFORD GROUP LLC. Rated 3.7/5 from 3 ratings. Requires iOS 13.4.

Rating: 3.7; 3 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 10; 2024 · v5.14.0

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Screenshots

About Clifford Group

Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients. Users have access to their portfolio dat in a simple, stylish and secure interface. This easy-to-use mobile app provides an intuitive dashboard of your financials, including a secure document vault and interactive reports. TOP FEATURES -Interactive dashboard showing your comprehensive financial picture -A snapshot of your total portfolio on a combined basis or by individual accounts -Dynamic repots with current investment information -End to end encrypted document vault for securely sending and receiving files

What’s new

Version 5.14.0 · Updated September 10, 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, THE CLIFFORD 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

App details

Clifford Group is a free Finance app for iPhone, iPad and iPod touch, developed by THE CLIFFORD GROUP LLC. It is rated 3.7 out of 5 from 3 ratings on the App Store, requires iOS 13.4 or later and is 38 MB to download. It was first released on May 21, 2022 and last updated on September 10, 2024.

Category: Finance
Rating: 3.7 / 5 (3 ratings)
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: May 21, 2022
Last updated: September 10, 2024
Developer: THE CLIFFORD GROUP LLC

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Alternatives to Clifford Group

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

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