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Axxcess Wealth
クライアントポータル
The description of Axxcess Wealth
このモバイルアプリを使用すると、アカウント情報や残高を表示することができます。
新着情報
- 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
カテゴリー:
Business App
更新しました:
September 05, 2024
バージョン:
5.14.0
要件:
Android 5.1+
コンテンツ評価:
Everyone
インストール:
10
が提供します:
Axxcess Wealth Management
お勧めします
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