| 開發人員: | Alliance Wealth Advisors, LLC (1) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 3 (5.0) ¡ | ||
| App Store | |||
描述
-Monitoring your personal balance sheet
-View your investment accounts managed by Alliance
-Store, share, and send key documents with our team of advisors
-Link external accounts by using our account aggregation tool
螢幕擷取畫面
新功能
- 版本: 5.14.0
- 發佈日期:
- - 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
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Alliance Wealth Advisors, LLC
- 平台: iOS 應用程式 (1)
- 清單: 0 + 0
- 點數: 0 + 3 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
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其他資訊
聯絡人
http://alliancewealthadvisors.com/Alliance Wealth 縮短網址: 已複製!- 🌟 分享
- App Store
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