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Diversify Client Portal

Finance

Free

Diversify Client Portal

by Diversify Advisor Network

v5.22.1 61 MB Universal 4+

Description

This Mobile App allows you to view account information, balances and easily contact your advisor.

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