10+
Downloads
Content rating
Everyone
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About this app

This app allows you to access your account information, secure document vault and other reporting information all from your mobile device! Ease of access and a full view of your portfolio is another way we strive to give you Confidence for Life™
Updated on
Jan 21, 2025

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

What’s new

- 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
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App support

Website
Support email
info@sfmg.com
Privacy Policy
About the developer
SFMG, L.L.C.
itsupport@sfmg.com
7800 Dallas Pkwy Ste 350 Plano, TX 75024 United States
+1 972-960-6460
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