Mellig Group - Wealth Advisors 5.14.0

Mellig Group - Wealth Advisors 5.14.0

Mellig Group, LLC - Freeware - 3 oy

Mellig Group - Wealth Advisors iOS çalışır.

Lisans: Freeware
Yüklenme tarihi: 13.01.2025
Yayınevi: Mellig Group, LLC
Girişi değiştir - 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
Indirmek