About Clifford Group
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...
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
Version History - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes 5.14.0 09/10/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance updates 5.5.2 09/06/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/24/2022 5.2.17 05/21/2022
Previous Versions
Here you can find the changelog of Clifford Group since it was posted on our website on 2023-06-27 14:23:26.
The latest version is 5.14.0 and it was updated on 2026-06-29 12:18:59. See below the changes in each version.
Clifford Group version 5.14.0
Updated At: 2026-06-29
Changes: Version History - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance updates 5.5.2 09/06/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/24/2022 5.2.17 05/21/2022
Clifford Group version 5.14.0
Updated At: 2024-09-10
Changes: - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Clifford Group version 5.14.0
Updated At: 2024-09-10
Changes: Sep 10, 2024
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Clifford Group version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Clifford Group version 5.5.2
Updated At: 2023-09-06
Changes: Sep 6, 2023
Version 5.5.2
Bug fixes and performance updates
Clifford Group version 5.4.0
Updated At: 2023-02-09
Changes: Feb 9, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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