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B.A. Schrock Financial allows you to easily view your financial accounts in one convenient location, run customized reports and contact your financial advisor.
What's New in B.A. Schrock Financial
5.14.1
September 16, 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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