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Okudawunilodiwe
Isilinganiselwa sokuqukethwe
Wonke umuntu
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini

Mayelana nalolu hlelo lokusebenza

Lolu hlelo lokusebenza inikeza ukufinyelela Client Portal amaklayenti JVL Wealth Strategies.
Kubuyekezwe ngo-
Sep 5, 2024

Ukuphepha kwedatha

Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Le app ingabelana ngalezi zinhlobo zedatha nezinkampani ezingahlobene ngqo
Ulwazi lomuntu siqu, Umsebenzi wohlelo lokusebenza nabanye abangu-2
Le app ingaqoqa lezi zinhlobo zedatha
Ulwazi lomuntu siqu
Idatha ibetheliwe lapho ithunyelwa
Idatha ayikwazi ukusulwa

Yini entsha

- 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
Maka njengokungafanele

Ukusekelwa kwe-app

Mayelana nonjiniyela
JVL ASSOCIATES, LLC
admin@jvlwealth.com
1657 Gezon Pkwy SW Wyoming, MI 49519-9569 United States
+1 616-261-2800
Maka njengokungafanele