ENZI Wealth

ENZI Wealth LLC

关于此应用

此移动应用程序可让您查看帐户信息、余额，并轻松联系您的 ENZI 财富顾问。

新变化

- 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