Excelsior Wealth Management
Developer: Excelsior Wealth Management LLC
App Size: 39.4 MB
Release Date: Jun 18, 2024
Price: FREE
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Excelsior Wealth Management
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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.
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
~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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