Vertex Partners 5.14.0

Vertex Partners 5.14.0

Vertex Planning Partners, LLC  ❘ Freeware
iOS
aus 3 Bewertungen
Neueste Version
5.14.0
Sicher
Titel: Vertex Partners 5.14.0
Betriebssysteme:
  • iOS
Lizenz: Freeware
Datum: 20.05.2025
Hersteller: Vertex Planning Partners, LLC
Bewertung: Client herunterladen, um zu bewerten!
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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