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Beleggingsbeheer-app voor klanten van Baker Boyer Bank
Hiermee kunt u eenvoudig de holdings, allocatie en prestaties van uw Baker Boyer-portefeuille per huishouden of rekening bekijken. Deze app is bedoeld voor gebruik door klanten van vermogensbeheer van Baker Boyer Bank.Wat is er nieuw in de nieuwste versie 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