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Investment management app for Baker Boyer Bank clients
Lets you easily view your Baker Boyer portfolio holdings, allocation, and performance by household or account. This app is for use by investment management clients of Baker Boyer Bank.What's New in the Latest Version 5.14.0
Last updated on Oct 1, 2024
- 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
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BB Asset Management
5.14.0 by Baker Boyer Bank
Oct 1, 2024