Fragasso Mobile

Fragasso Financial Advisors

Mayelana nalolu hlelo lokusebenza

Njengeklayenti Labeluleki Bezezimali be-Fragasso, ungathola ukufinyelela kwamahhala okungenamkhawulo ku-Fragasso Client Portal naku-Mobile App. Kulolu hlelo lokusebenza olusha olunembile, amaklayenti angabuka amabhalansi e-akhawunti amanje, ukusebenza, kanye nokubanjwa. Uzokwazi ukufinyelela izitatimende zanyanga zonke kanye nokubakhona kokuxhumana nomeluleki wakho wezezimali. Hlala uxhumekile ku-Fragasso ngokufinyelela kuzibuyekezo zebhulogi kanye nomagazini i-Advisor ulethwa ngokuqondile kule ngosi. Lolu hlelo lokusebenza lutholakala kuphela kumakhasimende weFragasso Financial Advisors. Amaklayenti kufanele aqale asungule i-akhawunti eku-inthanethi ngaphambi kokulanda uhlelo lokusebenza. Ukuqinisekisa kokungena okufanayo okusethwe nge-akhawunti yakho esekwe kuwebhu kuzosebenza nohlelo lokusebenza. Sicela ungabelani ngephasiwedi yakho nanoma ubani.

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