R W Roge Mobile 4+

R.W. Roge & Company, Inc

专为 iPad 设计

    • 免费

简介

The R.W. Roge mobile app allows you to securely review your accounts managed by R.W. Roge & Company, Inc. Clients can view and monitor account values, performance reports, transactions, as well as submit and review documents. R.W. Roge & Company, Inc. is a wealth management, fee-only, fiduciary, firm that helps clients Plan, Achieve, and Live® the life they want, since 1986.

新内容

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 隐私

开发者“R.W. Roge & Company, Inc”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策

与你关联的数据

开发者可能会收集以下数据,且数据与你的身份关联:

  • 使用数据

未与你关联的数据

开发者可能会收集以下数据,但数据不会关联你的身份:

  • 标识符
  • 诊断

隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多

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