- 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
~James Investment Research Inc.
5.14.0 5.14.0
- 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