IWC Now

Integrity Wealth Consulting, LLC‏

מידע על האפליקציה הזו

פורטל ביצועים ללקוחות של יושרה עושר ייעוץ

מה חדש?

- 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