Investment HQ 5.14.0

Investment HQ 5.14.0

Advisors Excel - Freeware - 3

Investment HQ運行在iOS上。

授權: Freeware
加入日期: 2025/01/06
發行者: Advisors Excel
Changelog: - 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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