Whalen Wealth
iOS Universel / Finance
Whalen Wealth allows you to view your account information, balances and easily contact your advisor.
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Quoi de neuf dans la dernière version ?
- 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
