Free
About
Mobile access to your Echo45 Portal. View your portfolio holdings, current value, performance reporting, account activity and any additional information Echo45 Advisors has shared with you. View information for all accounts under Echo45 Advisors management, schedule appointments with your Planning or Concierge team, and more! Learn more at www.Echo45Advisors.com
Show more
What's New in Echo45 Advisors
5.14.0
September 6, 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
More
