Willow Creek Mobile Advisor 5.14.0
Willow Creek Financial Services, LLC - Ücretsiz YazılımWillow Creek Mobile Advisor iOS çalışır.
| Lisans: | Ücretsiz Yazılım |
| Yüklenme tarihi: | 20.06.2025 |
| Yayınevi: | Willow Creek Financial Services, LLC |
| Girişi değiştir |
- 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 |
