Marks Group 4+

Marks Group Wealth Management Inc.

專為 iPad 設計

    • 免費

螢幕截圖

描述

This Mobile App allows you to view information regarding your relationship with Marks Group Wealth Management including; current valuation, asset allocation, performance history, financial plan status, and secure document vault.

最新功能

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

App 私隱

開發者表明Marks Group Wealth Management Inc.的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

與你連結的資料

開發者可能會收集以下資料並連結你的個人身份:

  • 使用資料

不會與你連結的資料

開發者可能會收集以下資料,但不會連結你的個人身份:

  • 識別碼
  • 診斷

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

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