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Axxcess Wealth

Klantenportaal

The description of Axxcess Wealth

Dit Mobile App kunt u accountgegevens en saldi te bekijken.

Wat Is Er Nieuw

- 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
Categorie: Business App
Bijgewerkt: September 05, 2024
Versie: 5.14.0
Vereisten: Android 5.1+
Inhoudsbeoordeling: Everyone
Installeren: 10
Aangeboden Door: Axxcess Wealth Management