Senaste versionen
5.14.0 Säkert att installera
5.14.0 Säkert att installera
| Titel: | Willow Creek Mobile Advisor 5.14.0 |
| Operativsystem: |
|
| License: | Freeware |
| Datum tillagd: | 2025-06-20 |
| Utgivare: | Willow Creek Financial Services, LLC |
| Omdöme: | Ladda ner klienten för att betygsätta! |
| Changelog: |
- 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 |
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