ENZI Wealth

ENZI Wealth LLC
5+
Vipakuliwa
Daraja la maudhui
Kila mtu
Picha ya skrini
Picha ya skrini
Picha ya skrini
Picha ya skrini

Kuhusu programu hii

Programu hii ya rununu hukuruhusu kutazama habari za akaunti, mizani, na uwasiliane kwa urahisi na mshauri wako wa Utajiri wa ENZI.
Ilisasishwa tarehe
6 Sep 2024

Usalama wa data

Usalama huanza kwa kuelewa jinsi wasanidi programu wanavyokusanya na kushiriki data yako. Faragha ya data na mbinu za usalama zinaweza kutofautiana kulingana na matumizi yako, eneo ulilopo na umri wako. Msanidi programu ametoa maelezo haya na anaweza kuyasasisha kadiri muda unavyopita.
Programu hii huenda ikaruhusu aina hii ya data ikafikiwa na washirika wengine
Taarifa binafsi, Shughuli za programu na nyingine2
Programu hii huenda ikakusanya aina hizi za data
Taarifa binafsi
Data inasimbwa kwa njia fiche inapotumwa
Data haiwezi kufutwa

Vipengele vipya

- 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
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Usaidizi wa programu

Tovuti
Anwani ya barua pepe ya usaidizi
hello@enziwealth.com
Sera ya Faragha
Kuhusu msanidi programu
ENZI WEALTH LLC
hello@enziwealth.com
2406 Lake Austin Blvd Austin, TX 78703-4544 United States
+1 512-795-0030
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