Vertex Partners 5.14.0

Vertex Partners 5.14.0

Vertex Planning Partners, LLC - Freeware - aus 3 Bewertungen

Vertex Partners läuft unter iOS.

Lizenz: Freeware
Datum: 20.05.2025
Hersteller: Vertex Planning Partners, LLC
Änderungen: - 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
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