Jericho Client 4+‎

Name: Jericho Client
Author: Jericho Financial, LLP

Jericho Financial, LLP

مصمم لـ iPad

- مجانًا

الوصف

This app is for Jericho Financial clients. Out of the box, this mobile app allows clients to view account balances at current value or past performance. Our app also allows you to view a transactional summary of your accounts as well as stocks, bonds or ETFs that you may own. But the true design of this app is to be a one stop shop for all your financial information. By embracing the true design, you can easily view the balance of your investments, checking accounts, credit cards, mortgages, student loans and other assets all in one view.

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الإصدار 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

أوضح المطور Jericho Financial, LLP، أن ممارسات خصوصية التطبيق قد تتضمن معالجة البيانات على النحو الموضح أدناه. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.