| 開發人員: | Steven Snary (1) | ||
| 價錢: | 免費 | ||
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| App Store | |||
描述
- Update financial plans in seconds - including Life Insurance and a Budget
- Compliance, like the Reason Why Letter, is completed automatically.
- Clients can view and update their personal information, while their advisor is in control of reviewing and allowing their clients to view their financial analysis.
螢幕擷取畫面
新功能
- 版本: 1.4.5
- 發佈日期:
- Budget UI and UX updated to allow for better user flow - big improvements here
Only Earned Income is used in the life insurance calculations by default
Listed Incomes are grouped by Earned and Other Income to increase readability
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- Steven Snary
- 平台: iOS 應用程式 (1)
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