i know percent
-26%
$1.07
$0.79
Screenshots
Description
Through our collaboration with Orion, we are offering you the ability to download our app in order to easily access your account information, documents and your advisor. With just a click, you can download the documents we send you, like your quarterly reports, and you can securely upload documents to us, This is just another way in which Avalon Capital Management is striving to continually increase our service offerings to you, our clients.
What's new (v5.14.0)
- 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
- 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
