Pattern Financial 0.0.24
Continue to app
Free Version
Publisher Description
Meet your new financial partner.
Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized financial plans, asset management, and access to private equity investments (coming soon).
Advisor Matching
Match with a Credentialed Financial Advisor based on your goals.
Personalized One-on-One Advice
Get on-demand answers to your most pressing financial questions via live chat with your matched advisor. From retirement planning and tax optimization, to tricky questions regarding stock options and equity grants, our advisors are here to help you achieve your financial goals.
Ready, Set, Invest
Investing made easy. Answer a few questions about your situation and aspirations, and we’ll recommend a diversified portfolio that’s personalized for you. We’ll handle the trades. Need more help or have questions? Reach out to your team in the Pattern app or, simply sit back and watch your money work through Pattern’s dashboard.
A Partner You Can Trust
We’re a fiduciary - we’re legally obligated to put your interests ahead of our own.
Legal
Investment Advisory Services offered through Pattern Advisors LLC (“Pattern”), a Registered Investment Advisor. Investments involve varying degrees of risk. Past performance is not a guarantee of future performance. It should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Privacy Policy: https://www.patternfi.com/disclosures/privacy
Aug 18, 2023
Version 0.0.24
Onboarding improvements
About Pattern Financial
Pattern Financial is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Pattern Financial is Pattern Technologies Inc. The latest version released by its developer is 0.0.24.
To install Pattern Financial on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-08-18 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Pattern Financial as malware if the download link is broken.
How to install Pattern Financial on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Pattern Financial is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Pattern Financial is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
