This Mobile App allows you to view your current financial status, access statements, review investment performance, store important documents, or easily contact your advisor.
- Customized Personal Finances layout within Accounts tab- Positions renamed to Allocation- Performance return chevrons- Repositioned date range calendar selection- Linking outside accounts- Minor UI changes and bug fixes
~RISE Consulting, LLC
5.19.0 5.19.0
- Customized Personal Finances layout within Accounts tab- Positions renamed to Allocation- Performance return chevrons- Repositioned date range calendar selection- Linking outside accounts- Minor UI changes and bug fixes