Excelsior Wealth Management
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Excelsior Wealth Management
Excelsior Wealth Management

Excelsior Wealth Management

App Size: 39.4 MB
Release Date: Jun 18, 2024
Price: FREE
Price
FREE
Size
39.4 MB

Screenshots for App

iPhone
iPhone X
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This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.
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Excelsior Wealth Management 5.14.0 Update
Sep 10, 2024 Version History
- 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

~Excelsior Wealth Management LLC
More Information about: Excelsior Wealth Management
Price: FREE
Version: 5.14.0
Compatibility: Requires Requires iOS 13 or later
Bundle Id: com.advisorlynx.mobileadvisor.excelsior
Size: 39.4 MB
Genre: Finance
Release Date: Jun 18, 2024
Last Update: Sep 10, 2024
Content Rating: 4+
Developer: Excelsior Wealth Management LLC
Language: English -

All Apps & Games Created by: Excelsior Wealth Management LLC

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