開發人員: Split Creek LLC (1)
價錢: 免費
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評測: 0 寫評論
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描述

Split Creek Cap
This app allows clients of Split Creek Capital LLC to view account information, balances, positions, transactions, and more. Monitor your trades, performance, gain/loss details, and securely contact your advisor while on the go. The secure document vault holds your statements, trade confirmations, and tax documents. You can also upload documents to the encrypted vault to share with your advisor.
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#1. Split Creek Cap (iOS) 由: Split Creek LLC
#2. Split Creek Cap (iOS) 由: Split Creek LLC
#3. Split Creek Cap (iOS) 由: Split Creek LLC
#4. Split Creek Cap (iOS) 由: Split Creek LLC

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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其他資訊

聯絡人

Split Creek CapSplit Creek Cap 縮短網址: 已複製!

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