Willow Creek Mobile Advisor 5.14.0
Willow Creek Financial Services, LLC - FreewareWillow Creek Mobile Advisor運行在iOS上。
| 授權： | Freeware |
| 加入日期： | 2025/06/20 |
| 發行者： | Willow Creek Financial Services, LLC |
| 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 |
