Latest Version
5.14.0 Safe to install
5.14.0 Safe to install
| Title: | Willow Creek Mobile Advisor 5.14.0 |
| Operating Systems: |
|
| License: | Freeware |
| Date added: | 06/20/2025 |
| Publisher: | Willow Creek Financial Services, LLC |
| Rating: | Download client to rate! |
| 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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