RISE CONSULTING

RISE Consulting, LLC

ଏହି ଆପ୍ ବିଷୟରେ

This Mobile App allows you to view your current financial status, access statements, review investment performance, store important documents, or easily contact your advisor.

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