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Axxcess Wealth
Portal del cliente
The description of Axxcess Wealth
Esta aplicación móvil le permite ver la información de cuenta y saldos.
Qué Hay De Nuevo
- 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
Categoría:
Business App
Actualizado:
September 05, 2024
Versión:
5.14.0
Requisitos:
Android 5.1+
Calificación De Contenido:
Everyone
Instalaciones:
10
Ofrecido Por:
Axxcess Wealth Management
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