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Axxcess Wealth
클라이언트 포털
The description of Axxcess Wealth
이 모바일 앱은 계정 정보와 균형을 볼 수 있습니다.
새로운 것
- 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
범주:
Business App
업데이트:
September 05, 2024
버전:
5.14.0
요구 사항:
Android 5.1+
콘텐츠 등급:
Everyone
설치:
10
~에 의해 제공된:
Axxcess Wealth Management
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