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Axia Wealth Management's Mobile App will give you direct access to your Client Portal. It will allow you to view account information, balances, and review performance.
What's New in Axia Wealth
5.14.0
September 12, 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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