MG Focal Point

Multnomah Group, Inc.

關於此應用程式

此應用程序為 Multnomah Group 客戶提供對其客戶門戶的移動訪問，包括帳戶餘額、績效和文件。

最新動向

- 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