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Axxcess Wealth
portal do cliente
The description of Axxcess Wealth
Esta App Mobile permite-lhe visualizar informações sobre a conta e os saldos.
O Que Há De Novo
- 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
Categoria:
Business App
Atualizada:
September 05, 2024
Versão:
5.14.0
Requisitos:
Android 5.1+
Classificação Do Conteúdo:
Everyone
Instalações:
10
Oferecido Por:
Axxcess Wealth Management
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