Capital Planning Advisors

Capital Planning Advisors

关于此应用

Capital Planning Advisor 的移动应用程序允许授权用户在专门为移动设备开发的应用程序中查看账户估值、绩效和报告信息。

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