ENZI Wealth

ENZI Wealth LLC

關於此應用程式

此移動應用程序可讓您查看帳戶信息、餘額，並輕鬆聯繫您的 ENZI 財富顧問。

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