| 開發人員: | Five Oceans Advisors, LLC (1) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 1 (5.0) ¡ | ||
| App Store | |||
描述
1) View your investment accounts, activity, performance, balances, and more;
2) Download custodial statements, invoices, and tax forms;
3) Share documents with the Five Oceans team via the encrypted vault.
Please contact us at 310-525-5155 or info@fiveoceansadvisors.com if you have any difficulty logging in, have any questions, would like us to walk you through the app, or would like to provide feedback. (NOTE: you must set up your Five Oceans Dashboard before logging into this app.)
About Us: Five Oceans Advisors is an investment adviser registered with the Securities and Exchange Commission (SEC). We empower Gen X and Gen Y Founders, C-Suite Entrepreneurs, and their families to be who they want to be in the world. For more information, please visit us at https://fiveoceansadvisors.com.
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
- Five Oceans Advisors, LLC
- 平台: iOS 應用程式 (1)
- 清單: 0 + 0
- 點數: 0 + 1 ¡
- 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
https://fiveoceansadvisors.com/FOA Dashboard 縮短網址: 已複製!- 🌟 分享
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