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Axxcess Wealth
Client Portal
The description of Axxcess Wealth
This Mobile App allows you to view account information and balances.
What's New
- 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
- 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
Category:
Business App
Updated:
September 05, 2024
Version:
5.14.0
Requirements:
Android 5.1+
Content Rating:
Everyone
Installs:
10
Offered By:
Axxcess Wealth Management
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