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Axxcess Wealth
Klientu portāls
The description of Axxcess Wealth
Tas Mobile App ļauj apskatīt konta informāciju un atlikumus.
Kas Jauns
- 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
Kategorija:
Business App
Atjaunināts:
September 05, 2024
Versija:
5.14.0
Prasība:
Android 5.1+
Satura Vērtējums:
Everyone
Instalēt:
10
Piedāvā:
Axxcess Wealth Management
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