i know percent
-26%
$1.07
$0.79
Finance
Free
Bedel Financial
by Bedel Financial Consulting, Inc.
Screenshots
Description
The Bedel Financial client portal app allows you to easily access your portfolio information, including account balances, allocation, performance, transactions, statements and more.
What's new (v5.16.0)
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
