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★★★★★
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- 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
SEE YOUR COMPLETE NET WORTH AND INTERACT WITH YOUR FINANCIAL ADVISOR. THIS APP PROVIDES AN INTUITIVE NET WORTH DASHBOARD, DOCUMENT VAULT, INTERACTIVE REPORTS, BUDGETING TOOLS AND MORE - ALL IN A SECURE AND EASY TO USE MOBILE APP.