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Axxcess Wealth

Asiakasportaali

The description of Axxcess Wealth

Tämä Mobile App voit tarkastella tilitietoja ja saldot.

Mikä On Uutta

- 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
Kategoria: Business App
Päivitetty: September 05, 2024
Versio: 5.14.0
Vaatimukset: Android 5.1+
Sisältöluokitus: Everyone
Asennus: 10
Tarjoama: Axxcess Wealth Management