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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
The official application to connect smart devices to your TradeWinds Client Portal. View portfolio balances and holdings, check performance, review goals, and more. Stay connected with commentary, and news feeds, as well as easily contact a TradeWinds representative.