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说明
Our unwavering commitment to the financial well-being of our clients has made us a preferred partner in their journey towards financial success. At Shepherd Wealth Management, we understand that every financial situation is unique. That's why our team of seasoned experts takes a personalized approach to assess your goals and design tailor-made strategies to meet your specific needs.
Our range of services covers the entire financial spectrum. Whether you're looking to invest for the future, plan for retirement, protect your assets, or need tax planning we have the expertise and resources to guide you every step of the way. Our investment management team employs a data-driven approach, leveraging the latest technology and market insights to optimize returns and manage risk effectively.
At the core of our mission is an unwavering dedication to transparency, integrity, and the highest ethical standards. We prioritize the interests of our clients above all else, ensuring that their financial objectives are met while upholding the strictest industry standards.
Shepherd Wealth Management’s commitment extends beyond just financial services. We actively engage with our communities through philanthropic efforts, education, and outreach programs. We believe in giving back and nurturing the financial well-being of the broader society.
Our reputation as a trusted financial partner is built on the solid foundation of results. Our track record of consistent performance and satisfied clients speaks for itself. We're not just a financial firm; we're a trusted ally on your financial journey.
When you choose Shepherd Wealth Management, you're selecting a partner that is dedicated to your financial success. Join us in shaping a brighter, more secure financial future for you and your loved ones. Together, we'll chart a path to prosperity, one smart financial decision at a time.
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新版变化
- 版本: 24.3.1
- 已更新:
- The Same, Complete Advisor-Client Experience on Web or Mobile
With this update, Shepherd Wealth's mobile app is introducing significant enhancements to the Document Vault and offering robust new features alongside a streamlined mobile workflow. This upgrade builds on advisor and client expectations while adding in new delighters and ensuring privacy while accessing financial information on the go.
Enhanced Document Management
The Shepherd Wealth Document Vault now supports multimedia on both mobile and web platforms. This allows advisors to share their audio and video podcasts or other newsworthy rich media files with all or a specific individual or subset of clients.
Document Management
- Enhanced Folder Organization: Advisors can categorize and organize document types with a new Document Vault user interface, making it easier to locate specific documents.
- Edit Document Details Modal: Easily edit document names, types, and tags through a redesigned preview modal.
- Improved Document Vault Navigation: Selecting a row also now opens the document’s preview modal, initiating an abridging of the document interaction process.
- Notification Icon: Enhanced Notification Icon ensure important updates are easily noticed. Furthermore, clicking on a Notification Icon will direct the user to a preview of the document within the Document Vault.
Document Interactions
- Bidirectional Uploads and Downloads: Both advisors and their clients can easily upload and download documents bidirectionally, including rich media files like videos and podcasts.
- Document Sharing: Share multiple documents at once from the documents table, streamlining the sharing process. In addition to bulk document sharing, documents can now be shared on and off the platform, regardless of the document owner, facilitating easier collaboration.
- Embedded Media Player in Document Vault: Advisors and clients can access an embedded media player in the Document Vault on both mobile and web platforms, facilitating the consumption of video and audio content directly within the app.
- Multimedia Sharing & Consumption on Mobile: Users can preview, scan, and upload various file types, including presentations, spreadsheets, text files, and images.
On-The-Go Workflow & Visualization Updates
This is more than a minor part of this update: the ability for advisors and clients to have fewer taps to drill down into their desired area within the app creates a greater, more organized, and more efficient user experience. Enjoy a cleaner interface, light mode, and improved workflows for toggling key metrics and clustering balance-related widgets.
- Streamlining Workflows with Efficient Navigation: The app has been designed to significantly reduce the number of taps required to drill down into desired endpoints, making navigation intuitive and efficient.
- User-Friendly Interface: Featuring a beautiful, non-intimidating, and easy-to-navigate UI/UX, the app allows users to quickly access charts, graphs, documents, and media with minimal effort while maintaining a high level of organization and reducing screen-loading times.
- Light Mode Implementation: A new light mode option provides a visually pleasing alternative to the dark mode. Experience a new aesthetic option preferred by many users.
- Advanced Data Visualization: Local time periods are introduced for balance graphs, transactions view, and holdings view. Detailed views for transactions and holdings provide deeper insights.
- Clustered Balance Widgets: Balance-related drills and widgets, such as exposure, risk, and performance, are now clustered for easier access.
- Toggle Big Number Visibility for Privacy Control: Users can hide or reveal their total portfolio value with a simple click. This feature is especially beneficial for clients who can toggle the visibility of their portfolio value depending on their setting, whether they are in private or looking to check their portfolio discreetly in public settings.
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- 最小值: 免费
- 最大值: 免费
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- CircleBlack, Inc.
- 平台: Android 应用 (30) iOS 应用 (28)
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