50+
Downloads
Content rating
Everyone
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About this app

The Milestone Asset Management Mobile phone application enables authorized Milestone clients to access portfolio data in a simple, elegant interface.
Requirements: You need to be an authorized user that has been granted access for the phone application. If you would like to request access, please contact your Advisor.
Updated on
Jul 26, 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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted

What's new

* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements