Cirrus Capital

William Hubbard

このアプリについて

Cirrus Capital モバイル アプリは、投資家の口座情報と残高への便利なアクセスを提供し、ポートフォリオ管理チームの連絡先情報を迅速に提供します。

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