Willow Creek Mobile Advisor 5.14.0
Willow Creek Financial Services, LLC - フリーウェアWillow Creek Mobile AdvisorはiOSで実行されます。
| ライセンス： | フリーウェア |
| 追加日： | 2025/06/20 |
| 発行元： | Willow Creek Financial Services, LLC |
| 更新ログ |
- 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 |
