Evo Wallet - Money Tracker
-33%
$2.99
$1.99
Screenshots
Description
The Whitcomb & Hess Mobile App allows you easy access to the most common information associated with your investments. This includes portfolio valuation and an overview of your accounts, investments, performance, and transaction activity.
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
