開發人員: Total Wealth Planning, LLC (1)
價錢: 免費
排名: 0 
評測: 0 寫評論
清單: 0 + 0
點數: 0 + 2 (5.0) ¡
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描述

TWP Mobile
View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.
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螢幕擷取畫面

#1. TWP Mobile (iOS) 由: Total Wealth Planning, LLC
#2. TWP Mobile (iOS) 由: Total Wealth Planning, LLC
#3. TWP Mobile (iOS) 由: Total Wealth Planning, LLC
#4. TWP Mobile (iOS) 由: Total Wealth Planning, LLC

新功能

  • 版本: 5.19.0
  • 發佈日期:
  • - Customized Personal Finances layout within Accounts tab
    - Positions renamed to Allocation
    - Performance return chevrons
    - Repositioned date range calendar selection
    - Linking outside accounts
    - Minor UI changes and 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

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其他資訊

聯絡人

TWP MobileTWP Mobile 縮短網址: 已複製!
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