Clifford Group

The Clifford Group Developer

About this app

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

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes