Revolution Partners 4+

Name: Revolution Partners
Author: Revolution Partners, LLC

Revolution Partners, LLC

Σχεδιάστηκε για iPad

- Δωρεάν

Περιγραφή

What does Life’s Worth mean to you? Whether it means championing a cause, challenging the status quo, traveling the globe, contributing to communities and charities, or simply building lasting relationships, Revolution Partners wants to help you Realize Life’s Worth (TM).

Revolution Partners is an independent, privately owned Registered Investment Advisor offering comprehensive wealth management consulting services to individuals and families. Revolution Partners does not offer brokerage services, accept commissions or participate in third-party revenue-sharing arrangements. Revolution Partners seeks to offer innovative wealth management solutions and earn trust through transparency. Expect advisors to manage your portfolio with the same care given their own and those of their families.

Revolution Partners Mobile is an exclusive free app for clients of Revolution Partners, LLC and RPATA, LLC. Use the Revolution Partners Mobile app to view portfolio and account information, balances, and holdings. Data in the app is updated daily and is current as of the previous business day.
For more information about our firm, visit www.revolutionpartners.com.

For information about Revolution Partners’ and RPATA’s registration status and business operations, please consult the Firms’ Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

10 Σεπ 2024

Έκδοση 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

Ο δημιουργός «Revolution Partners, LLC» υπέδειξε ότι οι πρακτικές απορρήτου της εφαρμογής ενδέχεται να περιλαμβάνουν τον χειρισμό δεδομένων όπως περιγράφεται παρακάτω.Για περισσότερες πληροφορίες, δείτε την πολιτική απορρήτου δημιουργού.