B.A. Schrock Financial allows you to easily view your financial accounts in one convenient location, run customized reports and contact your financial advisor.
- 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
~B.A. Schrock Wealth Management Inc
5.14.1 5.14.1
- 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