Geliştirici: Williams Financial Group, LLC (1)
Fiyat: Ücretsiz
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Açıklama

WFG Client App
The WFG Client app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, and much more. Access your account and financial plan information on the go in a secure and easy to use mobile app. This app is accessed by invitation only and is reserved for the exclusive use of Williams Financial Group clients only.
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Ekran görüntüleri

#1. WFG Client App (iOS) Göre: Williams Financial Group, LLC
#2. WFG Client App (iOS) Göre: Williams Financial Group, LLC
#3. WFG Client App (iOS) Göre: Williams Financial Group, LLC
#4. WFG Client App (iOS) Göre: Williams Financial Group, LLC

Yenilikler

  • Sürüm: 5.14.1
  • Güncellendi:
  • - 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

Fiyat

  • Bugün: Ücretsiz
  • En az: Ücretsiz
  • Maksimum: Ücretsiz
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WFG Client AppWFG Client App Kısa URL: Kopyalandı!
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