Whalen Wealth 5.14.0

Whalen Wealth 5.14.0

Whalen Wealth Management, Inc. - Ingyenes szoftver

Whalen Wealth iOS fut.

Licenc: Ingyenes szoftver
Hozzáadás dátum: 2026. 10. 04.
Kiadó: Whalen Wealth Management, Inc.
Változásnapló: - 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
Letöltés