MG Focal Point

Multnomah Group, Inc.

អំពី​កម្មវិធីនេះ

កម្មវិធីនេះផ្តល់ជូនអតិថិជន Multnomah Group នូវការចូលប្រើទូរស័ព្ទទៅកាន់វិបផតថលអតិថិជនរបស់ពួកគេរួមទាំងសមតុល្យគណនីប្រតិបត្តិការនិងឯកសារ។

អ្វីដែលថ្មី

- 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