Firethorn WP

Firethorn Wealth Partners

このアプリについて

この携帯アプリは、あなたが口座情報を表示し、残高を簡単にあなたのアドバイザーに連絡することを可能にします。

新機能

- 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