開發人員: GBM Wealth Management, Inc. (1)
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描述

GBM Wealth
For GBM Wealth Management clients, an efficient and detailed tool to access and manage investment accounts. This mobile application allows clients to securely view their total wealth, making it easy to consolidate in a snapshot all the total portfolio on an aggregated basis or by individual account.
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螢幕擷取畫面

#1. GBM Wealth (iOS) 由: GBM Wealth Management, Inc.
#2. GBM Wealth (iOS) 由: GBM Wealth Management, Inc.
#3. GBM Wealth (iOS) 由: GBM Wealth Management, Inc.
#4. GBM Wealth (iOS) 由: GBM Wealth Management, Inc.

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
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聯絡人

GBM WealthGBM Wealth 縮短網址: 已複製!
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