RISE CONSULTING

RISE Consulting, LLC

關於這個應用程式

此移動應用程序允許您查看您當前的財務狀況、訪問報表、查看投資業績、存儲重要文件或輕鬆聯繫您的顧問。

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