Vertex Partners 5.14.0

Vertex Partners 5.14.0

Vertex Planning Partners, LLC  ❘ Logiciel gratuit
iOS
hors 3 votes
Dernière version
5.14.0
Coffre-fort à installer
Titre: Vertex Partners 5.14.0
Systèmes d’exploitation :
  • iOS
Licence: Logiciel gratuit
Date d'ajout: 20/05/2025
Editeur: Vertex Planning Partners, LLC
Evaluation: Client de téléchargement pour noter!
Des news - 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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