FMB Wealth
Developer: FMB Wealth Management
App Size: 37.63 MB
Release Date: 2020-03-20
Price: Free
Finance »
FMB Wealth
Screenshots for App
iPhone
iPad
More Screenshots for iPad
FMB Wealth Mobile App allows our clients to view their Portfolio Overview, Holdings, Performance and Activity. Clients can also access secure shared documents, Quarterly Reports, custodian statements and files. Clients can also easily contact their Advisor through our Mobile App.
FMB Wealth 5.14.0 Update
2024-09-05 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
~FMB Wealth Management
~FMB Wealth Management
More Information about: FMB Wealth
Price:
Free
Version:
5.14.0
Compatibility:
Requires 13.4 or later
Bundle Id:
com.advisorlynx.mobileadvisor.FMB
Size:
37.63 MB
Release Date:
2020-03-20
Last Update:
2024-09-05
Content Rating:
4+
Developer:
FMB Wealth Management
Language:
EN -
All Apps & Games Created by: FMB Wealth Management
