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Axxcess Wealth
Kundeportal
The description of Axxcess Wealth
Denne Mobile App kan du få vist kontooplysninger og saldi.
Hvad Er Nyt
- 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
Kategori:
Business App
Opdateret:
September 05, 2024
Version:
5.14.0
Krav:
Android 5.1+
Indholdsvurdering:
Everyone
Installerer:
10
Tilbydes Af:
Axxcess Wealth Management
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