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Whelan Financial

Finance

Free

Whelan Financial

by Whelan Financial, Inc.

5.0 (2) v5.22.1 61 MB Universal 4+

Screenshots

Description

Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more…anytime.

What's new (v5.22.1)

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes