Vertex Partners chạy trên iOS.
Giấy phép: | Freeware |
Ngày đăng: | 20/05/2025 |
Nhà phát hành: | Vertex Planning Partners, LLC |
Thay đổi đăng nhập: |
- 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 |