Fragasso Mobile

Name: Fragasso Mobile
Availability: InStock
Author: Fragasso Financial Advisors

Fragasso Financial Advisors

10+

Yuklanmalar

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As a client of Fragasso Financial Advisors, you can receive free unlimited access to the Fragasso Client Portal and Mobile App. In this new intuitive app, clients can view current account balances, performance, and holdings. You will have access to monthly statements and the availability to connect with your financial advisor. Stay connected to Fragasso with access to blog updates and The Advisor magazine delivered directly to this portal. This app is available only to clients of Fragasso Financial Advisors. Clients must first establish an online account before downloading the app. The same login credentials with set up with your web-based account will work with the app. Please do not share your password with anyone.

Oxirgi yangilanish

13-sen, 2024

Maʼlumotlar xavfsizligi

Xavfsizlik — dastur ishlab chiquvchilar maʼlumotlaringizni qanday jamlashi va ulashishini tushunishdan boshlanadi. Maʼlumotlar maxfiyligi va xavfsizlik amaliyotlari ilovadan foydalanish, hudud va yoshga qarab farq qilishi mumkin. Bu axborot dastur ishlab chiquvchi tomonidan taqdim etilgan va keyinchalik yangilanishi mumkin.

Bu ilova tashqi hamkorlarga quyidagi turdagi maʼlumotlarini ulashishi mumkin

Men haqimda, Ilova tarixi va yana 2 ta

Ushbu ilova quyidagi axborot turlarini toʻplashi mumkin

Men haqimda

Maʼlumotlar uzatish vaqtida shifrlanadi

Nima yangiliklar

- 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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