FFA Mobile
50+
Okudawunilodiwe
Wonke umuntu
info
Mayelana nalolu hlelo lokusebenza
Amaklayenti angabuka wonke ama-akhawunti aphethwe i-First Foundation Advisors ngohlelo lokusebenza lweselula. Buka amabhalansi e-akhawunti, ukwabiwa kwempahla, kanye nokwenziwe kuwo wonke ama-akhawunti noma ngaphakathi kwe-akhawunti ngayinye. I-vault yamadokhumenti ivumela ukwabelana ngezindlela ezimbili ngamadokhumenti abalulekile, okusho ukuthi amakhasimende angalayisha futhi abelane ngamadokhumenti ngokuphephile. Isaziso sizotholwa ithimba Labeluleki Besisekelo Sokuqala lapho noma iyiphi idokhumenti ilayishwa, futhi amakhasimende azokwaziswa lapho izitatimende zekota zithunyelwa. Amadokhumenti angase futhi ahlungwe kalula kumabanga wedethi akhethiwe.
Kubuyekezwe ngo-
Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Yini entsha
- 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
- 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
Ukusekelwa kwe-app
Mayelana nonjiniyela
First Foundation Bank
18101 Von Karman Ave Ste 750
Irvine, CA 92612
United States
+1 949-677-1692
