Investment HQ 5.14.0

Investment HQ 5.14.0

Advisors Excel  ❘ フリーウェア
iOS
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5.14.0
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タイトル: Investment HQ 5.14.0
オペレーティング システム:
  • iOS
ライセンス: フリーウェア
追加日: 2025/01/06
発行元: Advisors Excel
評価: クライアントをダウンロードして評価しよう!
更新ログ - 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

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