BBK Wealth 4+

BBK Wealth LLC

专为 iPad 设计

    • 免费

简介

This Mobile App allows you to view account information, balances and easily contact your advisor. Financial planning is more than investment advice. Use this app to make thoughtful and intelligent decisions to simplify your life.

新内容

版本 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

App 隐私

开发者“BBK Wealth LLC”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策

与你关联的数据

开发者可能会收集以下数据,且数据与你的身份关联:

  • 使用数据

未与你关联的数据

开发者可能会收集以下数据,但数据不会关联你的身份:

  • 标识符
  • 诊断

隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多

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