SWP Portal
Developer: Semus Wealth Partners LLC
App Size: 39.6 MB
Release Date: Mar 1, 2021
Price: FREE
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SWP Portal
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Access all the features of the Semus Wealth Partners client portal from your phone. Monitor your accounts, performance, holdings and shared documents, wherever you are, whenever you want.
SWP Portal 5.14.0 Update
Sep 11, 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
~Semus Wealth Partners LLC
~Semus Wealth Partners LLC
More Information about: SWP Portal
Price:
FREE
Version:
5.14.0
Compatibility:
Requires Requires iOS 13 or later
Bundle Id:
com.advisorlynx.mobileadvisor.semus
Size:
39.6 MB
Genre:
Finance
Release Date:
Mar 1, 2021
Last Update:
Sep 11, 2024
Content Rating:
4+
Developer:
Semus Wealth Partners LLC
Language:
English -
All Apps & Games Created by: Semus Wealth Partners LLC
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