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贝克·博耶银行客户的投资管理应用程序
使您可以按家庭或帐户轻松查看Baker Boyer投资组合的持有量,分配和绩效。该应用程序供贝克·博耶银行的投资管理客户使用。Last updated on 2024年10月02日
- 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
BB Asset Management
5.14.0 by Baker Boyer Bank
2024年10月02日