Cirrus Capital

William Hubbard

关于此应用

Cirrus Capital 移动应用程序可方便地访问投资者账户信息和余额，同时为投资组合管理团队提供快速联系信息。

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