MG Focal Point

Multnomah Group, Inc.

앱 정보

이 앱은 계정 잔액, 실적 및 문서를 포함하여 클라이언트 포털에 대한 모바일 액세스를 Multnomah Group 고객에게 제공합니다.

새로운 기능

- 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