DayCost Pro - Personal Finance
GRATUIT
Free
Finance
Free
CWS Financial
by Cottonwood Capital Advisors, LLC
Screenshots
Description
This Mobile App allows clients of Cottonwood Wealth Strategies to access:
- Account balance and performance
- Financial Strategy
- CWS Insights and Content
- Contact your advisor or a team member
One app to view and manage it all!
- Account balance and performance
- Financial Strategy
- CWS Insights and Content
- Contact your advisor or a team member
One app to view and manage it all!
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
