开发人员: Culbreth Wealth Management, LLC (1)
价格: 免费
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积分: 0 + 1 (5.0) ¡
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Culbreth WM
This mobile app allows clients to view their account balances, performance reports, financial plan and document vault. Please reach out if assistance is needed in setting up your mobile app. Culbreth Wealth Management is located in Dacula, GA and provides full financial planning and wealth management services to clients across the United States. If you are not a client and are interested in learning more, please check out our website at www.culbrethwm.com.
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#1. Culbreth WM (iOS) 来自: Culbreth Wealth Management, LLC
#2. Culbreth WM (iOS) 来自: Culbreth Wealth Management, LLC
#3. Culbreth WM (iOS) 来自: Culbreth Wealth Management, LLC
#4. Culbreth WM (iOS) 来自: Culbreth Wealth Management, LLC

新版变化

  • 版本: 5.14.0
  • 已更新:
  • - 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

价格

  • 今天: 免费
  • 最小值: 免费
  • 最大值: 免费
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Culbreth WMCulbreth WM 短网址: 已复制!

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