Home » Axxcess Wealth
Axxcess Wealth icon

Axxcess Wealth

klientportal

The description of Axxcess Wealth

Dette Mobile App lar deg vise kontoinformasjon og balanserer.

Hva Er Nytt

- 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
Kategori: Business App
Oppdatert: September 05, 2024
Versjon: 5.14.0
Krav: Android 5.1+
Innholdsvurdering: Everyone
Installerer: 10
Tilbudt Av: Axxcess Wealth Management