MG Focal Point

1+
Downloads
Content rating
Everyone
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About this app

This app provides Multnomah Group clients with mobile access to their client portal, including account balances, performance, and documents.
Updated on
Sep 6, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted

What's new

- 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 support

About the developer
Multnomah Group, Inc.
scott.cameron@multnomahgroup.com
111 SW 5th Ave Ste 4000 Portland, OR 97204 United States
+1 971-407-4448