MG Focal Point

Multnomah Group, Inc.

ଏହି ଆପ୍ ବିଷୟରେ

This app provides Multnomah Group clients with mobile access to their client portal, including account balances, performance, and documents.

ନୂଆ କଣ ଅଛି

- 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