MJP Wealth 4+

MJP Wealth Advisors

專為 iPad 設計

    • 免費

螢幕截圖

描述

This Mobile App allows you to have a sophisticated financial management portal to compliment and manage your lifecycle objectives. You can monitor your family's aggregate wealth, investment performance, aggregate outside accounts, review account balances and your asset allocation, check-in on your financial plan and archive important documents. Plus stay connected to the MJP Wealth Advisory team to receive ongoing updates, news and announcements.

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MJP Wealth Advisors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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