BlackDiamond WM

Sean Hollitz

ስለዚህ መተግበሪያ

ይህ የሞባይል መተግበሪያ የመለያ መረጃን፣ ሚዛኖችን፣ የዕቅድ መሣሪያዎችን እንዲመለከቱ እና አማካሪዎን በቀላሉ እንዲያነጋግሩ ይፈቅድልዎታል።

ምን አዲስ ነገር አለ

- 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