Cirrus Capital

1+
Okudawunilodiwe
Isilinganiselwa sokuqukethwe
Wonke umuntu
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini

Mayelana nalolu hlelo lokusebenza

Uhlelo lokusebenza leselula le-Cirrus Capital linikeza ukufinyelela okulula kolwazi lwe-akhawunti yomtshalizimali kanye nebhalansi kuyilapho linikeza imininingwane yokuxhumana esheshayo yethimba labaphathi bephothifoliyo.
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

Ukusekelwa kwe-app

Mayelana nonjiniyela
Cirrus Capital LLC
will@cirruscapital.us
280 N Old Woodward Ave Ste 100 Birmingham, MI 48009 United States
+1 313-334-6540