MSAMSA
10+
Downloads
Everyone
info
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What's new
- 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
- 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
App support
phone
Phone number
+12818970700
About the developer
MCALISTER, SWEET & ASSOCIATES, INC.
bryan@msamsa.net
19500 State Highway 249
Houston, TX 77070
United States
+1 713-417-0228