SAP Client Portal
Strategic Advisory Partners LLC Finance iPhoneiPadiPod touch
SAP Client Portal is a free Finance app for iPhone and iPad by Strategic Advisory Partners LLC. Rated 5.0/5 from 1 ratings. Requires iOS 13.4.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 41 MB
- Age 4+
- Updated
- Jan 27
- 2025 · v5.17.0
Screenshots
About SAP Client Portal
This Mobile App allows you to access the tools you need to manage your wealth and collaborate with your advisor.
What’s new
Version 5.17.0 · Updated January 27, 2025
- 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, Strategic Advisory Partners 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