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Axxcess Wealth

Portail Client

The description of Axxcess Wealth

Cette application mobile vous permet d'afficher des informations de compte et les soldes.

Quoi De Neuf

- 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
Catégorie: Business App
Mis À Jour: September 05, 2024
Version: 5.14.0
Exigences: Android 5.1+
Cote De Contenu: Everyone
Installations: 10
Offert Par: Axxcess Wealth Management