Mellig Group - Wealth Advisors 5.14.0

Mellig Group - Wealth Advisors 5.14.0

Mellig Group, LLC - Freeware - 3 표 중

Mellig Group - Wealth Advisors iOS 실행됩니다.

라이센스 : Freeware
날자 : 2025-01-13
제작사 : Mellig Group, LLC
로그인 변경 - 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
다운로드