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PEAK Portal

Finance

Gratuit

PEAK Portal

par PEAK Wealth Management LLC

v5.14.4 38 Mo Universel 4+

Captures d'écran

Description

This Mobile App allows you to view account information, balances and easily contact your advisor.

Nouveautés (v5.14.4)

- 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