Fully Financial 4+

Name: Fully Financial
Author: Fully Financial, LLC

Fully Financial, LLC

专为 iPad 设计

- 免费

简介

With the Fully Financial mobile app, you have 24/7 access to track all your Fully managed accounts in one place, view your account statements, and download files using a dedicated Document Vault.

Just like the high-touch, personalized financial planning and investment management services you've come to expect from the Fully team, our mobile app brings even greater clarity and confidence to your hard-earned savings.

See your financial picture fully — no matter where you are. Download the Fully Financial mobile app today.

*Exclusive access to this application is reserved for clients of Fully Financial. For more information about Fully Financial, including our services and pricing, visit https://www.fullyfin.com

Fully Financial is a registered investment adviser with the state of Georgia, and may only transact business with residents of Georgia, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

© Fully Financial, LLC. All rights reserved.

2024年9月10日

版本 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