Cirrus Capital

William Hubbard

ກ່ຽວກັບແອັບນີ້

ແອັບຯມືຖື Cirrus Capital ສະຫນອງການເຂົ້າເຖິງທີ່ສະດວກຕໍ່ກັບຂໍ້ມູນບັນຊີນັກລົງທຶນແລະການດຸ່ນດ່ຽງໃນຂະນະທີ່ໃຫ້ຂໍ້ມູນການຕິດຕໍ່ໄວສໍາລັບທີມງານຄຸ້ມຄອງຫຼັກຊັບ.

ມີຫຍັງໃໝ່

- 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