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Axxcess Wealth
客戶門戶
The description of Axxcess Wealth
此移動應用程序使您可以查看帳戶信息和余額。
什麼是新的
- 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
類別:
Business App
更新:
September 05, 2024
版本:
5.14.0
要求:
Android 5.1+
內容評級:
Everyone
安裝:
10
由...提供:
Axxcess Wealth Management
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