Announcing New Sound Stewardship App

We’re excited to announce a new mobile version of Sound Stewardship’s client portal, an award-winning view of your entire financial picture. Using our new iOS and Android app, clients now have faster access to their portfolio dashboard, financial reports, net worth updates, budgeting tools (coming later in 2018), and secure document-vault.

As with our full online portal, the new mobile app includes these tools for clients:

Net Worth Access

Our new net worth report now allows you to directly link non-investment accounts and liabilities, providing up-to-date values for your entire financial picture from anywhere.

Dynamic Reporting

Our dashboard offers a range of interactive reports on everything from transactional information to holdings, account performance, asset allocation, and capital flows.

Document Vault

The vault is a secure way to exchange files with your advisors, providing a protected environment to share important and sensitive information with your financial planning team.

Budgeting Tools

Coming in 2018, personal finance budgeting tools will equip you with the additional resources you need to benchmark progress and achieve your financial goals.

 

At Sound Stewardship, we deliver personalized financial planning based on timeless principles. Although this centers around direct relationships with our expert advisor team, we also believe in offering best-in-class tools to help you build confidence that you are on the right path in every area of your financial life.

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