Pfm Client App

Application Name Pfm Client App
Developed Company Peak Financial Management Inc
Downloads 0+
Rating 0/5
Reviews No Reviews
Ad Type Ad-Free
Updated On Jan 21, 2025
Supported Platforms & Devices Android Mobile Phones & Smart TV

What is New in Pfm Client App APK?

Updated Features and Software Bug Fixes of Pfm Client App Latest Version Application.

– Managed account Performance Details
– Ability to add manual accounts to portal
– Clients may now toggle to Orion related households
– Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
– Improved navigation to managed personal finances data
– Adviser and firm custom disclosures available in footer
– Document Vault improvements
– Bug Fixes

About – Pfm Client App

Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, calculate performance for any timeframe, securely exchange files with Peak, and run custom reports. Additionally, can receive their quarterly statements electronically through the portal. Peak's custom client portal provides detailed portfolio information, such as: Summary Data – Quickly view balances, investment returns, and allocations on the account or total portfolio level. Detailed Performance – Calculate performance of your investment accounts managed by Peak with benchmark comparisons for any timeframe. Change the grouping to view performance by portfolio, account, asset class, asset category, or individual holding. Positions – See the market value, cost basis, and realized/unrealized gains/losses for each position throughout different time periods. Transactions – View all activity in each of your investment accounts. Easily filter for specific transactions or set custom timeframes. Document Vault – Securely share important information with Peak such as tax returns, insurance policies, estate documents, and financial statements. Clients can easily organize documents by creating specific folders. Required Minimum Distributions – If applicable, the portal will track the amount of client required minimum distributions each year and display whether or not those distributions have been satisfied. Quarterly Statements & Custom Reports – Clients can elect to receive their quarterly statement electronically via the portal and run custom reports on their own. Financial Planning – For those with a financial plan, clients can view important aspects such as their net worth statement, probability of success, and scenario summaries.

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Pfm Client App – Download All Released & Updated Versions

pfm-client-app    Pfm Client App | Pfm Client App Released Versions - March 25, 2025


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All Versions

Download The All Updated APK Versions of Pfm Client App.

pfm-client-app    Pfm Client App | Pfm Client App Released Versions - March 25, 2025


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Frequently Asked Questions On Pfm Client App

Is Pfm Client App Safe to install on Android Devices?

Yes. Pfm Client App is Safe to Install on Android Smart TV & Mobile Phones Like Pixel, Galaxy S, Galaxy Note, Galaxy Z Fold, Galaxy Z Flip, OnePlus, Mi, Redmi, Poco, Xperia, Moto, Edge, Razr, G, P, Mate, Nova, Honor, Vivo, iQOO, Oppo, Realme, Nothing Phone, Asus ROG Phone, Zenfone, Nokia, Infinix, Tecno, Lava, Micromax etc..

Is Pfm Client App Safe to Install on MacOS Devices?

Yes. Pfm Client App is Safe to Install on MacBook, MacBook Air, MacBook Pro (Laptop/Desktop) PC etc…

Is Pfm Client App Safe to Install on Windows Devices?

Yes. Pfm Client App is Safe to Install on Windows(11, 10, 9, 8, 7, XP) Devices (Laptop/Desktop) like Surface, ThinkPad, IdeaPad, Yoga, Legion, Pavilion, Envy, Spectre, Omen, Inspiron, XPS, Latitude, Precision, Alienware, VivoBook, ZenBook, ROG, TUF, Swift, Aspire, Predator, Nitro Etc.