ENZI Wealth

ENZI Wealth LLC

ກ່ຽວກັບແອັບນີ້

ແອັບ Mobile ມືຖືນີ້ຊ່ວຍໃຫ້ເຈົ້າສາມາດເບິ່ງຂໍ້ມູນບັນຊີ, ຍອດເຫຼືອ, ແລະຕິດຕໍ່ຫາທີ່ປຶກສາ ENZI Wealth ຂອງເຈົ້າໄດ້ງ່າຍ.

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