CFO4Life 4+

CFO4Life

專為 iPad 設計

    • 免費

簡介

This app allows you to view account information, performance, and other reporting information for your CFO4Life portfolio all on your mobile device! This is just another way we give you more time to do what is important to you.

新內容

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 隱私權

開發者「CFO4Life」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

會與你連結的資料

系統可能會收集以下資料,並將其與你的身分連結:

  • 使用狀況資料

不會與你連結的資料

系統可能會收集以下資料,但不會將其與你的身分連結:

  • 識別碼
  • 診斷

隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

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