JVL Wealth

JVL Wealth Strategies

關於此應用程式

此應用程序為 JVL Wealth Strategies 的客戶提供對客戶端門戶的訪問。

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