Sovereign Global

Sovereign Wealth Management, LLC Finance iPhoneiPadiPod touch

Sovereign Global is a free Finance app for iPhone and iPad by Sovereign Wealth Management, LLC. Requires iOS 13.4. Updated December 15, 2024.

Price: Free; on the App Store
Size: 41 MB; Age 4+
Updated: Dec 15; 2024 · v5.16.0

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About Sovereign Global

As a client of Sovereign Wealth Management, you have access to your portfolio, net worth statement, cash flow projections and many other aspects of your comprehensive Financial Plan. There is also a way to connect to your advisor.

What’s new

Version 5.16.0 · Updated December 15, 2024

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

App privacy

The developer, Sovereign Wealth Management, 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

Sovereign Global is a free Finance app for iPhone, iPad and iPod touch, developed by Sovereign Wealth Management, LLC. It requires iOS 13.4 or later and is 41 MB to download. It was first released on June 21, 2022 and last updated on December 15, 2024.

Category: Finance
Price: Free
Version: 5.16.0
Size: 41 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: June 21, 2022
Last updated: December 15, 2024
Developer: Sovereign Wealth Management, LLC

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