MG Focal Point

Multnomah Group, Inc.

关于此应用

此应用程序为 Multnomah Group 客户提供对其客户门户的移动访问，包括帐户余额、绩效和文件。

新功能

- 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