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Axxcess Wealth
Portale Clienti
The description of Axxcess Wealth
Questa applicazione mobile consente di visualizzare informazioni di account e gli equilibri.
Cosa C'è Di Nuovo
- 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
Categoria:
Business App
Aggiornato:
September 05, 2024
Versione:
5.14.0
Requisiti:
Android 5.1+
Valutazione Dei Contenuti:
Everyone
Installazioni:
10
Offerto Da:
Axxcess Wealth Management
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