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Axxcess Wealth

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The description of Axxcess Wealth

Dieses Mobile App ermöglicht es Ihnen, Kontoinformationen und Salden anzuzeigen.

Was Ist Neu

- 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
Kategorie: Business App
Aktualisiert: September 05, 2024
Ausführung: 5.14.0
Bedarf: Android 5.1+
Inhaltsbewertung: Everyone
Installiert: 10
Angeboten Von: Axxcess Wealth Management
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