Whalen Wealth 5.14.0
Whalen Wealth Management, Inc. - FreewareWhalen Wealth działa na iOS.
| Licencja: | Freeware |
| Data dodania: | 04.10.2026 |
| Wydawca: | Whalen Wealth Management, Inc. |
| Lista zmian |
- 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 |