Willow Creek Mobile Advisor 5.14.0
Willow Creek Financial Services, LLC - Logiciel gratuitWillow Creek Mobile Advisor fonctionne sur iOS.
| Licence: | Logiciel gratuit |
| Date d'ajout: | 20/06/2025 |
| Editeur: | Willow Creek Financial Services, LLC |
| Des news |
- 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 |
