SageOak

SageOak Financial, LLC

About this app

The SageOak™ client mobile app (powered by Orion) provides a simple, secure way for clients to view their financial and investment accounts in one place...

-View/track your investments and overall net worth
-View recent account statements and performance reports
-Stay up to date on client news and events
-More features coming soon!

SageOak Financial, LLC is based in Tulsa, OK, but we serve clients in person and virtually throughout the United States. Please visit www.sageoakfinancial.com for more info and to explore how we can help you on your financial journey to enjoy true financial peace through every season of life™.

Advisory services offered through SageOak Financial, LLC (SageOak), a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak. Please visit https://sageoak.co/disclosures to read SageOak's complete regulatory information and disclosures.

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