Welcome to The Clifford Group mobile application, a mobile application exclusively built for TCG wealth management clients. Users have access to their portfolio data 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 reports with current investment information
-End to end encrypted document vault for securely sending and receiving files
