Cirrus Capital

William Hubbard

關於這個應用程式

Cirrus Capital 移動應用程序可方便地訪問投資者賬戶信息和余額，同時為投資組合管理團隊提供快速聯繫信息。

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